Effingham, IL 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
406 E Jefferson, [Satellite]
Effingham IL 62401
Advisors at this office
9
Advisors at this office
Joseph F
CFA®, Series 66
Effingham, IL
Wells Fargo Advisors
Joseph Fearday is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he has ownership stakes in several investment-related and real estate ventures in Illinois. Wells Fargo Advisors Financial Network is a 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 and integrates advisory offerings with other financial product sales and referral channels.
Amanda G
CFP®, Series 66
Effingham, IL
Wells Fargo Advisors
Amanda Gatewood is a CFP®-designated financial advisor with nine years of industry experience, currently serving clients at Wells Fargo Advisors in Effingham, IL. She has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she holds ownership interests in several investment-related ventures. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.
Micah T
Series 66
Effingham, IL
Wells Fargo Advisors
Micah Tabbert is a financial advisor at Wells Fargo Advisors with Series 66 registration and four years of industry experience. His prior work history includes roles at CliftonLarsonAllen and Kemper CPA Group. 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 planning menu and integrates advisory services with various financial product sales and referral channels.
William K
Series 66
Effingham, IL
Wells Fargo Advisors
William Kabbes is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Washington Savings Bank from 2019 to 2023 and served with the Effingham Water Authority from 2016 to 2019. 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 range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.
Kyra S
Series 66
Effingham, IL
Wells Fargo Advisors
Kyra Swearingen is a financial advisor at Wells Fargo Advisors with five years of experience. She holds a Series 66 designation and has been operating Swearingen Enterprises, LLC since 2015. 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 and uses proprietary research and planning tools to develop tailored recommendations for its clients.
Christopher C
Series 63, Series 65
Effingham, IL
Wells Fargo Advisors
Christopher Considine is a financial advisor with Wells Fargo Advisors in Effingham, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves on advisory and recreation boards in Mattoon, IL, contributing to community events and youth programs. 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 including retirement, education, and business-owner transition planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with clients choosing their implementation preferences through the firm's brokerage or advisory programs.
Gary S
CFP®, Series 63, Series 66
Effingham, IL
Wells Fargo Advisors
Gary Swearingen is a CFP® and financial advisor with Wells Fargo Advisors, based in Effingham, IL, with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a bass fishing coach at St. Anthony High School and competes in bass fishing tournaments. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels to deliver comprehensive financial guidance.
Briana W
CFP®, Series 66
Effingham, IL
Wells Fargo Advisors
Briana Whitley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. Prior to this, she worked at Wells Fargo Clearing for four years and at Eastern Illinois University for three years. She holds a secretary role with the Mattoon Emerging Leaders organization. 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 and develops tailored recommendations using proprietary research and tools, serving clients who meet specific net-worth thresholds.
Matthew G
Series 66
Effingham, IL
Wells Fargo Advisors
Matthew Grahn is a financial advisor with Wells Fargo Advisors in Effingham, Illinois, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously held positions at UBS Financial Services and Merrill. Outside of his advisory role, he co-owns Grahn Farms, a family partnership involved in timber and farmland. 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 integrates advisory services with other financial products and referral channels.
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