Evansville, IN NW Riverside Drive Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,162

Across 1,137 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

25 NW Riverside Drive, Suite 320

Evansville IN 47708

Advisors at this office

6

Advisors at this office

user avatar

Susan C

Series 63, Series 65

Evansville, IN

Wells Fargo Advisors

Susan Cooke is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has held roles within Wells Fargo entities since 2010, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors. 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 and uses proprietary research and planning 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

Daniel S

Series 63, Series 65

Evansville, IN

Wells Fargo Advisors

Daniel Saxe is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he holds ownership interests in two investment-related firms based in Evansville, Indiana. 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, risk management, and specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

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

Samuel S

Series 66

Evansville, IN

Wells Fargo Advisors

Samuel Steimel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing and has a background in education, including positions at McKendree University, Vincennes University, University of Evansville, and Sullivan Elementary & High School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing 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

Cory P

Series 63, Series 65

Evansville, IN

Wells Fargo Advisors

Cory Pinkston is a financial advisor at Wells Fargo Advisors in Evansville, IN, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has spent his career with Wells Fargo entities since 2009. Pinkston has ownership interests in two affiliated financial firms based in Evansville. 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 planning services and integrates advisory services with other financial products and referral channels.

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

Terry C

Series 63, Series 66

Evansville, IN

Wells Fargo Advisors

Terry Correll is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he owns farmland in Robards, KY, generating rental income from crop production. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a range of specialized planning options supported by Wells Fargo’s research and tools.

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

Tyler S

Series 66

Evansville, IN

Wells Fargo Advisors

Tyler Saxe is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo in various capacities since 2012. Outside of his advisory role, he has ownership interests in two financial-related firms, SAXE PINKSTON FINANCIAL GROUP LLC and TYLER S. SAXE LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries.

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
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