Denver, CO Belleview Ave Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,162

Across 1,139 offices

Clients per advisor

110 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

7001 Belleview Ave Suite 600, [Satellite]

Denver CO 80237

Advisors at this office

9

Advisors at this office

user avatar

Scott S

Series 63, Series 66

Denver, CO

Wells Fargo Advisors

Scott Shuler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Raymond James and Morgan Stanley. His current tenure at Wells Fargo Advisors began in 2026 following multiple prior roles within Wells Fargo and its affiliates. 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 options and uses proprietary research and tools to deliver tailored recommendations, with clients deciding how to implement them through various programs.

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

Donna B

Series 63, Series 65

Denver, CO

Wells Fargo Advisors

Donna Boyette is a financial advisor at Wells Fargo Advisors in Denver, Colorado, with 36 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. 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 investment and financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

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

Susie K

Series 66

Denver, CO

Wells Fargo Advisors

Susie Kaufman is a financial advisor with Wells Fargo Advisors in Denver, CO, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 offerings such as business-owner transition and special-needs analysis, and delivers tailored recommendations using 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

Thomas W

CFP®, Series 66

Denver, CO

Wells Fargo Advisors

Thomas Williams is a CFP® with 21 years of industry experience, currently with Wells Fargo Advisors in Denver. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Williams is a co-author of investment-related publications focused on cryptocurrency and sentiment analysis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines proprietary research and planning tools with multiple product and referral channels to deliver customized recommendations and solutions.

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

Beverly M

Series 63, Series 66

Denver, CO

Wells Fargo Advisors

Beverly Mascari is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She previously worked at First Trust Portfolios for 13 years before joining her current firm. Mascari holds the Series 63 and Series 66 designations and is based in Denver, CO. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

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

Steven Z

Series 66

Denver, CO

Wells Fargo Advisors

Steven Zahorik is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Denver, Colorado, and has 19 years of industry experience. He has held positions within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Zahorik is also the 100% owner of FiNet, a practice facilitation business based in Castle Pines, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning along with 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
user avatar

Jason K

Series 63, Series 66

Denver, CO

Wells Fargo Advisors

Jason Kariuki is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He previously worked at J.P. Morgan Securities and Charles Schwab, and has experience outside finance from his time at Nonna's Italian Bistro. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes areas such as retirement, education, risk management, and specialized services like business-owner transition and special-needs planning. Advisors use Wells Fargo's research and planning tools to deliver tailored recommendations, with implementation options through various firm programs.

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

Meghan M

CFP®, ChFC®, Series 66

Denver, CO

Wells Fargo Advisors

Meghan Mcguire is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Denver, CO. Her tenure at Wells Fargo spans multiple affiliated entities since 2008. 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 institutions. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, combining research, tools, and optional implementation through brokerage or advisory programs.

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

Vicki H

Series 63, Series 65

Denver, CO

Wells Fargo Advisors

Vicki Hansen is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo-affiliated firms since 2009. Outside of her advisory work, she serves as the personal representative for her father's estate. 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 investment and financial planning services, leveraging proprietary research and planning tools, and provides clients with flexible implementation options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")