Lafayette, LA Kaliste Saloom Rd 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
1921 Kaliste Saloom Rd, Suite 202
Lafayette LA 70508
Advisors at this office
7
Advisors at this office
Brian C
CFP®, Series 66
Lafayette, LA
Wells Fargo Advisors
Brian Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing from 2016 to 2022. 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 and uses proprietary research and tools to develop tailored recommendations for clients.
Jeffrey D
Series 63, Series 65
Lafayette, LA
Wells Fargo Advisors
Jeffrey D'amico is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to his advisory role, he serves as a management consultant for Oakbourne Country Club in Lafayette, Louisiana. Wells Fargo Advisors 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 planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services.
Michael H
Series 63, Series 65
Lafayette, LA
Wells Fargo Advisors
Michael Hunter is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also authorized to act as a power of attorney on investment-related matters. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm delivers personalized recommendations using proprietary research and tools, integrating advisory services with other financial products and referral channels.
Ross C
Series 66
Lafayette, LA
Wells Fargo Advisors
Ross Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He previously worked at Maddox & Associates and Wells Fargo Clearing before joining Wells Fargo Advisors. 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, offering a broad range of planning services supported by proprietary research and tools.
Ken M
Series 63, Series 65
Lafayette, LA
Wells Fargo Advisors
Ken Meyers is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. In addition to his advisory role, he has ownership interests in Acadiana Wealth Advisors, LLC and Meyers Investments, LLC, and is involved in house flipping activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services like business-owner transition and special-needs planning.
Adam C
Series 63, Series 66
Lafayette, LA
Wells Fargo Advisors
Adam Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, Champagne serves as a member of the Board of Trustees for the University of Louisiana 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 specialized planning such as business-owner transition and special-needs analysis. The firm delivers tailored recommendations through research and planning tools, with clients choosing whether to implement these through various brokerage or advisory programs.
Richard M
Series 66
Lafayette, LA
Wells Fargo Advisors
Richard Mccrocklin is a financial advisor at Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameritas Investment Company, and Ameriprise. 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 solutions, including cash-flow, retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.
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