Chesterfield, MO 16090 Swingley Ridge Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
16090 Swingley Ridge Road, Suite 610
Chesterfield MO 63017
Advisors at this office
5
Advisors at this office
Eleanor J
CFP®, Series 63, Series 65
Chesterfield, MO
Wells Fargo Advisors
Eleanor Jacobs is a CFP® professional with over 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Jacobs holds ownership in MAGIS, LLC and operates E JACOBS CFP, LLC, both investment-related ventures. 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 range of financial planning services that include retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through comprehensive research and planning tools.
Michael W
Series 66
Chesterfield, MO
Wells Fargo Advisors
Michael Waller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated entities since 2016. Outside of his advisory role, he is involved with MAGIS LLC and Michael T. Waller Financial Services LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services with tailored recommendations supported by proprietary research and tools.
Cynthia B
Series 63, Series 65
Chesterfield, MO
Wells Fargo Advisors
Cynthia Berry is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Merrill and Banc of America Investment Services. She has been with Wells Fargo Advisors and its affiliated clearing firm since 2016. 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. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.
Kelly W
CFP®, Series 66, Series 63
Chesterfield, MO
Wells Fargo Advisors
Kelly Waller is a CFP®-credentialed financial advisor with 34 years of industry experience. He is currently with Wells Fargo Advisors, having been with the Wells Fargo organization since 2016. Prior to that, he worked at A. G. Edwards & Sons, Inc. for seven years. Waller has a partial ownership stake in MAGIS LLC, an investment-related business based in Chesterfield, MO. 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 range of financial planning services and integrates advisory services with other financial products and referral channels.
John L
Series 63, Series 66
Chesterfield, MO
Wells Fargo Advisors
John Lamping is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he co-owns a small vineyard in Augusta, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations across various planning areas.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)