Bloomington, MN Green Valley Drive Office

Reilly Lee is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Lee is a 50% owner of Birk and Lee Wealth Management Inc., a dedicated financial practice in Bloomington, MN. 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 services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Brennan Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Stinson, LLP for three years and served in the United States Coast Guard for five years. He also held positions at the Hennepin County Attorney Office and the University of Minnesota Law School. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Benjamin Birk is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He has spent most of his career with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Birk is a 50% owner of Birk and Lee Wealth Management Inc., a separate practice based in Bloomington, MN. 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 offerings with other financial products and referral channels.

Susan Bay is a CFP® with 13 years of industry experience, currently affiliated with Wells Fargo Advisors in Bloomington, MN. She previously worked at Wells Fargo Clearing and Northwestern Mutual Wealth Management Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad financial planning menu and integrates advisory services with various financial products and referral channels.