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Michael M
Series 63
Oxnard, CA
Wells Fargo Clearing
Michael Miskel is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2012 to 2016. He holds a Series 63 designation and is based in Ventura, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.
Morgan W
Series 63
Oxnard, CA
Wells Fargo Clearing
Morgan Webber is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.
Richard R
Series 63, Series 65
Oxnard, CA
Wells Fargo Clearing
Richard Robinett is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo firms since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party data.
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