Fort Collins, CO 375 E Horsetooth Rd 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

375 E Horsetooth Rd Bldg 4 Ste 101, [Satellite]

Fort Collins CO 80525

Advisors at this office

6

Advisors at this office

user avatar

Jessica M

Series 66

Fort Collins, CO

Wells Fargo Advisors

Jessica Mills Younger is a financial advisor with Wells Fargo Advisors in Fort Collins, Colorado, holding a Series 66 designation and 16 years of industry experience. She has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she holds a minority interest in a real estate company unrelated to investment activities. 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 institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, 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

Elizabeth A

Series 66

Fort Collins, CO

Wells Fargo Advisors

Elizabeth Albrecht is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. She has worked at various Wells Fargo entities since 2010. Outside of her advisory role, she serves as president of the Shores Four Condominium Association and works part-time at Mary’s Mountain Cookies. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored through Wells Fargo’s research and tools. The firm integrates advisory services with banking and other financial products, serving clients who meet specific net-worth criteria.

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

Kevin D

Series 66

Fort Collins, CO

Wells Fargo Advisors

Kevin Davie is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he holds a 13.5% ownership stake in 5941 Company LLC in Fort Collins, 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 range of planning services using Wells Fargo research and tools, with 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
user avatar

Sarah N

Series 63, Series 66

Fort Collins, CO

Wells Fargo Advisors

Sarah Nowfel is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pacer Financial, Inc., Cambridge Investment Research Advisors, and First Financial Equity Corporation. Located in Fort Collins, CO, she began her tenure with Wells Fargo Advisors in 2025. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition planning 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

Daniel C

Series 63, Series 66

Fort Collins, CO

Wells Fargo Advisors

Daniel Campbell is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has held roles within Wells Fargo since 2009, including positions at Wells Fargo Clearing. Campbell has ownership interests in multiple investment-related LLCs based in Fort Collins, Colorado. 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, including specialized services for business-owner transition, sports and entertainment, special-needs, and divorce planning.

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

Roderick M

Series 66

Fort Collins, CO

Wells Fargo Advisors

Roderick Morrison is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he is a manager and partial owner of 5941 Company, LLC. 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 institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo’s research and planning tools.

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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