Evansville, IN SE 6th St 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
401 SE 6th St, Ste 204
Evansville IN 47713
Advisors at this office
6
Advisors at this office
Reid G
Series 66
Evansville, IN
Wells Fargo Advisors
Reid Grossman 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 2013. Grossman has a 50% ownership interest in Grossman Financial Group, LLC, an investment-related business. 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, including specialized planning for business-owners, sports and entertainment, special needs, and divorce.
Michael L
Series 66
Evansville, IN
Wells Fargo Advisors
Michael Lane is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Edward Jones, LPL Financial, German American Bancorp, and Ameriprise Financial Services. Outside of his advisory work, he coaches the girls varsity basketball team at Tell City Jr/Sr High School. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including cash-flow, retirement, education, and specialized planning areas, using proprietary research and tools to develop tailored client recommendations.
Abby L
Series 66
Evansville, IN
Wells Fargo Advisors
Abby Lindauer is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked in real estate with United Country Real Estate for seven years and spent time as a stay-at-home mom. She is involved with Topanga Scents as a distributor in a non-investment related capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through its brokerage and advisory programs.
Keith G
Series 63, Series 65
Evansville, IN
Wells Fargo Advisors
Keith Grossman is a financial advisor with Wells Fargo Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing, and has a 50% ownership interest in Grossman Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning services. The firm combines advisory services with other financial products and offers tailored recommendations based on proprietary research and planning tools.
Daniel S
Series 63, Series 65
Evansville, IN
Wells Fargo Advisors
Daniel Schweikhart is a financial advisor at Wells Fargo Advisors in Evansville, Indiana, holding Series 63 and Series 65 registrations with five years of industry experience. His prior roles include positions at Edward Jones and German American Bank. Outside of his advisory work, he owns and operates SF Financial Planning LLC, a financial planning practice based in Evansville. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, special-needs analysis, and divorce planning, supported by proprietary research and planning tools.
Bailey V
Series 66
Evansville, IN
Wells Fargo Advisors
Bailey Vize is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a brief tenure at Edward Jones. Prior to his advisory career, he held various roles in the service and education sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through its brokerage or advisory programs.
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