Beatrice, NE Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,146 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

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

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

722 Court Street, 100

Beatrice NE 68310

Advisors at this office

8

Advisors at this office

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Jody S

CFP®, Series 66

Beatrice, NE

Wells Fargo Advisors

Jody Starr is a CFP® with 12 years of industry experience and is currently affiliated with Wells Fargo Advisors. Prior to joining Wells Fargo Advisors in 2025, Starr worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of financial advising, Starr co-owns a plumbing and HVAC business with a spouse and serves as a board member of the Fairbury Housing Authority. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, special needs, and other niche areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Harold H

Series 66

Beatrice, NE

Wells Fargo Advisors

Harold Hinz is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors. His career includes nearly 16 years of prior service within Wells Fargo entities. He is a 25% owner of Watchtower Wealth Management, LLC, a financial planning practice based in Beatrice, NE, where he also holds co-trustee roles for multiple 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, with tailored recommendations supported by Wells Fargo research and planning tools, and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Gina W

Series 66

Beatrice, NE

Wells Fargo Advisors

Gina Weise is a Series 66-credentialed financial advisor with 12 years of industry experience, currently with Wells Fargo Advisors. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She serves as co-trustee of a family trust and is a church council member at Peace Lutheran Church. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning solutions supported by Wells Fargo’s research and tools, delivering tailored recommendations through a combination of meetings and written reports.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Cody H

Series 63, Series 66

Beatrice, NE

Wells Fargo Advisors

Cody Harlan is a financial advisor with Wells Fargo Advisors in Beatrice, NE, holding Series 63 and Series 66 credentials. He has experience working at Berkshire Hathaway Homestate Companies and Charles Schwab & Co., Inc, with a total of several years in the financial industry including prior roles outside the sector. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Jill K

Series 66

Beatrice, NE

Wells Fargo Advisors

Jill Karlin is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages a residential rental property. 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 planning menu tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, and business-owner transition planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Catherine P

Series 66

Beatrice, NE

Wells Fargo Advisors

Catherine Plessel is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. She has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm uses Wells Fargo research and planning tools to develop tailored recommendations, with clients having the option to implement them through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Jeffrey K

Series 66

Beatrice, NE

Wells Fargo Advisors

Jeffrey Kidder is a Series 66 licensed financial advisor with Wells Fargo Advisors in Beatrice, Nebraska, bringing 13 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the Gage County Hospital Authority Board of Trustees and is a Staff Sergeant in the Nebraska Air National Guard. 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 retirement, education, risk management, and specialized services such as business-owner transition planning and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Anthony S

Series 63, Series 66

Beatrice, NE

Wells Fargo Advisors

Anthony Schnuelle is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He held prior roles within Wells Fargo Clearing and Wells Fargo Advisors since 2013. Outside of his advisory work, he serves as co-trustee of Watchtower Wealth Management 401K. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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