Fort Collins, CO 400 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

400 E. Horsetooth Rd, Suite 201

Fort Collins CO 80525

Advisors at this office

4

Advisors at this office

user avatar

Phillip L

Series 63, Series 65

Fort Collins, CO

Wells Fargo Advisors

Phillip Loring Jr. is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior firms include LPL Financial, RTI Wealth Management LLC, and Waddell & Reed, Inc. He has also been involved with PNL Inc. and Beach Path LLC in investment-related roles. Wells Fargo Advisors Financial Network is a 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 and integrates advisory offerings with other financial products through its extensive network of advisors.

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

Anthony C

Series 66

Fort Collins, CO

Wells Fargo Advisors

Anthony Cisneros is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and 15 years of industry experience. His prior firms include LPL Financial and Waddell & Reed, Inc. He has also been involved with community organizations such as the United Way of Larimer County and the Hope for Children Foundation. 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 wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through both 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

Nicole R

Series 66

Fort Collins, CO

Wells Fargo Advisors

Nicole Rivera is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 credential and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial for five years and held roles at several other financial and insurance firms. Outside of her advisory role, she is involved in a jewelry sales business based in Northern Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with various 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

Saana L

Series 66

Fort Collins, CO

Wells Fargo Advisors

Saana Liikonen is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial and Adams Bank and Trust. She also serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s 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
View complete list of advisors at this office
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