Bangor, ME Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.
Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.
Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.
Based on WELLS FARGO Advisors
Expertise
Based on WELLS FARGO Advisors
Location
23 Water St., Suite 203
Bangor ME 04401
Advisors at this office
4
Advisors at this office
Angela R
Series 66
Bangor, ME
Wells Fargo Advisors
Angela Roach is a financial advisor with Wells Fargo Advisors in Bangor, ME, holding a Series 66 designation and 12 years of industry experience. She worked at Wells Fargo Clearing from 2016 to 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning including retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.
Christopher S
Series 63, Series 65
Bangor, ME
Wells Fargo Advisors
Christopher Shelton is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley Wealth Management and its Private Bank, Cetera, and First National Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, supported by Wells Fargo research and planning tools.
Mario T
Series 63, Series 66
Bangor, ME
Wells Fargo Advisors
Mario Thyer is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a part owner of Hat Trick Associates LLC, an outside business activity based in Bangor, ME. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm leverages its research, planning tools, and integrated financial product offerings to develop tailored client recommendations.
Alan M
Series 63, Series 66
Bangor, ME
Wells Fargo Advisors
Alan Miller is a financial advisor with Wells Fargo Advisors in Bangor, ME, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he is a flight instructor and co-owner of aviation-related businesses, including flight instruction services and aircraft maintenance. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning. The firm combines advisory services with product sales and referral channels to serve a diverse client base.
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