Chesterfield, MO North Outer 40rd Office

Team
Updated today
Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Firm-wide stats for Wells Fargo Advisors

Total advisors

4,193

Across 1,155 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

14767 North Outer 40 Rd, Fl 2 Ste 201

Chesterfield MO 63017

Advisors at this office

9

Advisors at this office

user avatar

Allison M

Series 66

Chesterfield, MO

Wells Fargo Advisors

Allison Mathias is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Nuveen Investments and PNC Bank. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of specialized planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

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

Brendan S

Series 66

Chesterfield, MO

Wells Fargo Advisors

Brendan Skinner is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has one year of industry experience and previously worked at Archford Capital Strategies for eight years. Before his financial career, he was involved with the University of Michigan football program for three years. 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 services, including specialized planning for business-owner transitions and sports and entertainment, using proprietary research and tools to develop tailored recommendations.

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

Kelly R

Series 63

Chesterfield, MO

Wells Fargo Advisors

Kelly Rybacki is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 32 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as a trustee for a family trust in Ballwin, MO. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and special-needs planning, using proprietary research and tools to develop tailored recommendations.

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

Michael M

Series 63, Series 66

Chesterfield, MO

Wells Fargo Advisors

Michael Moeller is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2020 before joining Wells Fargo Advisors. He is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using in-house research and planning tools, with planning engagements typically offered on a discrete basis.

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

Matthew E

Series 63, Series 66

Chesterfield, MO

Wells Fargo Advisors

Matthew Erbacher is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. 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 and special-needs analysis, utilizing proprietary research and planning tools.

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

Maura L

Series 66

Chesterfield, MO

Wells Fargo Advisors

Maura Lem is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2010, including time spent with Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and tools to tailor recommendations.

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

Kirstin M

Series 63, Series 66

Chesterfield, MO

Wells Fargo Advisors

Kirstin Mower is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2016. 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, leveraging Wells Fargo research and tools, with a focus on tailored, discrete planning engagements.

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

Bryan B

Series 66

Chesterfield, MO

Wells Fargo Advisors

Bryan Berg is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and the University of Missouri: Columbia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically delivered through discrete recommendations tailored to client needs.

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

Jason B

Series 66

Chesterfield, MO

Wells Fargo Advisors

Jason Berg is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors, where he has been since 2023. In addition to his advisory role, he owns JM Berg Investments, LLC and serves as a consultant for Hyperion Companies Inc., focusing on product strategy and marketing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing customized investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with various 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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