Lakewood, CO Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,151 offices

Clients per advisor

109 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

141 Union Blvd Ste C 305

Lakewood CO 80228

Advisors at this office

5

Advisors at this office

user avatar

Janet N

Series 63, Series 66

Lakewood, CO

Wells Fargo Advisors

Janet Nuzman is a financial advisor with Wells Fargo Advisors in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at The Leaders Group Inc and Robert W. Baird & Co. She is also active with TLG Advisors, Inc., where she dedicates time as an investment advisor representative. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse needs such as retirement, education, and specialized planning areas.

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

Sharon S

CFP®, Series 63, Series 66

Lakewood, CO

Wells Fargo Advisors

Sharon Starkey is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She owns Starkey Financial Group LLC, a private investment-related business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds, with planning engagements that are generally discrete and optional in implementation.

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

Jeffrey H

Series 63, Series 65

Lakewood, CO

Wells Fargo Advisors

Jeffrey Huff is a financial advisor with Wells Fargo Advisors in Lakewood, CO, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Morgan Stanley and its related entities for 13 years before joining Wells Fargo Advisors in 2012. Outside of his advisory role, he serves as a director for the Hidden Point Metropolitan District in Greenwood Village, CO. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo research and planning tools, with clients having the option to implement those recommendations through various 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

Candace A

Series 63, Series 65

Lakewood, CO

Wells Fargo Advisors

Candace Allen is a financial advisor with Wells Fargo Advisors in Lakewood, CO, holding Series 63 and Series 65 credentials and 48 years of industry experience. She previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of her advisory work, she serves as a power of attorney, trustee, and executor for family trusts and estates, and holds ownership interests in two wealth management firms. 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 specialized services such as business-owner transition and special-needs planning.

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

Christopher P

Series 63, Series 65

Lakewood, CO

Wells Fargo Advisors

Christopher Parsons is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Dw Inc., A. G. Edwards & Sons, Inc., and Wells Fargo Clearing. 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 services supported by proprietary research and tools, with planning engagements typically offered on a discrete basis tailored to client needs.

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