Kam Yee is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 63 designation and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Daniel Klippel Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, First Hope Wealth Management, Raymond James Financial Services, and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options among its investment offerings.