Fort Collins, CO John F Kennedy Parkway 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
3500 John F Kennedy Parkway, Suite 300
Fort Collins CO 80525
Advisors at this office
4
Advisors at this office
William W
Series 66
Fort Collins, CO
Wells Fargo Advisors
William Wubbena is a financial advisor at Wells Fargo Advisors with six years of industry experience. He has held positions at LPL Financial, Thrivent Financial, and Aleph Objects, Inc., among others. Outside of his advisory role, he owns TechLife LLC, an investment-related business based in Fort Collins, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with discrete, negotiable engagements tailored to client needs.
Ian N
Series 63, Series 66
Fort Collins, CO
Wells Fargo Advisors
Ian Nelson is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, Thrivent Financial, and England Logistics, Inc. Outside of his financial advisory work, he is involved as a soccer referee and operates a mobile DJ business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and special-needs analysis.
Benjamin D
Series 66
Fort Collins, CO
Wells Fargo Advisors
Benjamin Diamond is a financial advisor at Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after spending 13 years at PitchBook. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.
Robert F
Series 63, Series 65
Fort Collins, CO
Wells Fargo Advisors
Robert Farmer is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at LPL Financial and Presidential Brokerage, Inc. Farmer has taught finance as a professor at Southern New Hampshire University and authored the book *Managing Your Own Retirement*. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.
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