Colorado Springs, CO Office
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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
104 S Cascade Ave, Ste 103
Colorado Springs CO 80903
Advisors at this office
5
Advisors at this office
Gary B
Series 63
Colorado Springs, CO
Wells Fargo Advisors
Gary Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he serves on the finance committee of the Church for All Nations in Colorado Springs and holds ownership interests in local storage businesses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services tailored to client needs.
Justin B
Series 66
Colorado Springs, CO
Wells Fargo Advisors
Justin Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation and with 23 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he has partial ownership in Backstrom Wealth Management, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.
Janica G
Series 66
Colorado Springs, CO
Wells Fargo Advisors
Janica Gillette Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation. She has one year of industry experience and also has a business interest as a 50% owner of Dentists of Broadmoor LLP, a dental office in Colorado Springs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that include cash-flow, retirement, education, and specialized planning for business transitions, sports and entertainment, special needs, and divorce. The firm employs Wells Fargo research and planning tools to deliver tailored recommendations, with clients choosing their level of implementation through various brokerage or advisory programs.
Michael P
Series 66
Colorado Springs, CO
Wells Fargo Advisors
Michael Pepper is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2009. In addition to his advisory role, he owns PEP LLC, an investment-related business based in Monument, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients able to implement these through various brokerage and advisory programs.
Troy C
CFP®, Series 63, Series 65
Colorado Springs, CO
Wells Fargo Advisors
Troy Carlson is a CFP®-certified financial advisor with Wells Fargo Advisors, bringing 26 years of industry experience. He has been with Wells Fargo in various capacities since 2009. In addition to his advisory role, he owns and manages Dancing Bull Wealth Management, LLC, based in Colorado Springs. 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 and investment services, including specialized planning for business owners, special needs, and divorce, supported by Wells Fargo’s research and planning tools.
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