Baton Rouge, LA 4473 Bluebonnet Blvd 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
4473 Bluebonnet Blvd, Suite B
Baton Rouge LA 70809
Advisors at this office
4
Advisors at this office
Jessica C
Series 63, Series 66
Baton Rouge, LA
Wells Fargo Advisors
Jessica Cavanaugh is a financial advisor at Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She previously worked at Merrill Lynch for 13 years and Wells Fargo Clearing for 2 years before joining her current firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, and niche planning services, utilizing proprietary research and tools to deliver tailored recommendations.
Nicholas F
Series 66
Baton Rouge, LA
Wells Fargo Advisors
Nicholas Franco is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Bank of America, Merrill, and Wells Fargo Clearing Services. He is also the owner of Franco Wealth Management, LLC, a wealth management firm based in Baton Rouge. 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 areas such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.
Michael B
Series 63, Series 65
Baton Rouge, LA
Wells Fargo Advisors
Michael Boagni is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Bank of America, NA. He serves as a board member of the Regency Towers Condo Association in Destin, Florida, where he attends meetings and helps set guidelines and expectations for property management. Wells Fargo Advisors Financial Network 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, risk, and wealth-transfer planning. Advisors at the firm develop tailored recommendations using Wells Fargo research and planning tools, delivering those through meetings and client summary letters.
Edward D
Series 63, Series 65
Baton Rouge, LA
Wells Fargo Advisors
Edward Dittmar is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. He also serves as a trustee for his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various financial products.
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