Bonita Springs, FL Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

2

Of 4,147 advisors across 1,134 offices

Location

Bonita Springs FL

Advisors at this office

2

Advisors at this office

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David C

Series 63, Series 65

Bonita Springs, FL

Wells Fargo Advisors

David Choden is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Panorama Wealth Partners, LLC and StockJockey, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory recommendations with multiple financial products and referral channels.

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

Series 63, Series 65

Bonita Springs, FL

Wells Fargo Advisors

Earl Axelson is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2016. He serves as a trustee for the Axelson Wealth Management 401(k) plan. 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 planning menu, including cash-flow, retirement, education, risk and wealth-transfer planning, and specialized services such as business-owner transition and special-needs analysis.

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