Lafayette, LA Kaliste Saloom Rd Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

7

Of 4,145 advisors across 1,137 offices

Location

1921 Kaliste Saloom Rd, Suite 202

Lafayette LA 70508

Advisors at this office

7

Advisors at this office

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Brian C

CFP®, Series 66

Lafayette, LA

Wells Fargo Advisors

Brian Champagne is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2022 and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

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

Series 63, Series 65

Lafayette, LA

Wells Fargo Advisors

Jeffrey D'amico is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2010. Outside of his advisory role, he serves as a management consultant for Oakbourne Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 65

Lafayette, LA

Wells Fargo Advisors

Michael Hunter is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2010. Hunter holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop 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
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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.

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

Series 63, Series 65

Lafayette, LA

Wells Fargo Advisors

Ken Meyers is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisor role, Meyers is involved in investment-related entrepreneurial activities, including ownership interests in Acadiana Wealth Advisors, LLC and Meyers Investments, LLC, as well as a house-flipping business. 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. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 66

Lafayette, LA

Wells Fargo Advisors

Adam Champagne is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as a member of the Board of Trustees for the University of Louisiana Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored recommendations using proprietary research and planning tools, with options for clients to implement through brokerage or advisory programs.

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

Richard M

Series 66

Lafayette, LA

Wells Fargo Advisors

Richard Mccrocklin is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using Wells Fargo 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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