Greeley, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wealth Advisors Network, Inc.
Team
Firm-wide stats for Wealth Advisors Network, Inc.
About
Wealth Advisors Network provides comprehensive wealth-care services to individuals (including high‑net‑worth clients), trusts, charitable organizations, closely held businesses, and retirement plans, delivering portfolio management and financial planning on both discretionary and non‑discretionary bases. Services are offered through firm programs such as the CMAP asset management program and a co‑advised WealthPort advisor‑directed wrap program, with the option to engage third‑party money managers and sub‑advisors.
The firm’s investment approach emphasizes diversification and active management, using mutual funds, ETFs, individual securities, and fixed‑income instruments while applying modeling and research tools to align portfolios with client risk tolerances. WAN maintains recommended model portfolios — including distinct guidance for accounts above and below $150,000 — and uses a risk profile questionnaire to determine asset mixes and rebalancing or repositioning as appropriate.
WAN’s business model blends advisory services with brokerage, insurance, and accounting affiliations: many adviser representatives are registered representatives of Cambridge Investment Research, some are licensed to sell insurance, and several have ties to accounting firms such as Contryman Associates, creating multiple compensation channels (including commissions, promoter/referral fees, and wrap program arrangements) that the firm discloses. The firm also operates from multiple offices and participates as a co‑advisor in a sponsored wrap program, features that are less common among comparable team firms and can influence how services, custody, and fee arrangements are structured.
Based on Wealth Advisors Network, Inc.
Expertise
Based on Wealth Advisors Network, Inc.
Location
5801 West 11 St Street, Suite 300
Greeley CO 80634-4813
Advisors at this office
2
Advisors at this office
Diane A
Series 66
Greeley, CO
Wealth Advisors Network, Inc.
Diane Alexander is a Series 66 credentialed financial advisor with over 24 years of industry experience. She is affiliated with Wealth Advisors Network, Inc. and Cambridge Investment Research, and also serves as treasurer for the nonprofit Success Foundation. Additionally, she holds the role of president at a family corporation, D&D Bigge Inc. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with financial planning, emphasizing diversification and active management through various investment vehicles and model portfolios aligned with client risk profiles.
Philip N
Series 63, Series 66
Greeley, CO
Wealth Advisors Network, Inc.
Philip Neville is a financial advisor with Wealth Advisors Network, Inc. in Greeley, Colorado, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Cambridge Investment Research, Inc. and Wealth Advisors Nebraska, Inc., and he has served as a trustee for multiple family irrevocable trusts. Outside of his advisory work, Neville is involved in nonprofit organizations, serving as treasurer for the Pelican's Nest Homeowner's Association, Poudre River Trail Corridor, Inc., and First United Methodist Church of Windsor. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm employs a diversified, actively managed investment approach using various securities and maintains model portfolios tailored by account size and risk profile.
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