Greenwood Village, CO Greenwood Plaza Blvd 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
6465 Greenwood Plaza Blvd Suite 360, [Satellite]
Greenwood Village CO 80111
Advisors at this office
4
Advisors at this office
Robert R
Series 66
Greenwood Village, CO
Wells Fargo Advisors
Robert Rothe is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he serves on the board of Turnbuckle Distilling, a spirits company based in Broomfield, Colorado. 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 and delivers tailored recommendations using proprietary research and tools.
Beau S
Series 66
Greenwood Village, CO
Wells Fargo Advisors
Beau Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors. Smith owns two investment-related businesses in Colorado, including a sole proprietorship and an LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations for clients.
Robert R
Series 63, Series 66
Greenwood Village, CO
Wells Fargo Advisors
Robert Ruhl is a financial advisor with Wells Fargo Advisors in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Edward Jones, Commonwealth Financial Network, Onward Wealth Management, Waddell & Reed Inc, and Empower Retirement. Outside of his advisory role, he owns RRR First, LLC, an entity for managing residential real estate. 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 such as business-owner transition and special-needs planning, supported by Wells Fargo's research and planning tools.
Loretta C
CFP®, Series 63, Series 65
Greenwood Village, CO
Wells Fargo Advisors
Loretta Chiofolo is a CFP®-certified financial advisor with 42 years of industry experience, currently working at Wells Fargo Advisors since 2026. Her prior experience includes roles at OSAIC, American Portfolios Financial Services, Inc., and Ameriprise Financial Services, Inc. Outside of her advisory work, she volunteers with the International Foundation for Equine Podiatry Research, assisting with donor communications and fundraising efforts. 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 brokerage or advisory programs.
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