Los Angeles, CA Center Drive West Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,178

Across 1,145 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

6701 Center Drive West Ste 700 7th Fl

Los Angeles CA 90045

Advisors at this office

9

Advisors at this office

user avatar

Michael K

CFP®, Series 66

Los Angeles, CA

Wells Fargo Advisors

Michael Kawase is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2026 and previously spent over two decades with Ameriprise Financial Services in varying capacities. 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, including specialized areas like business-owner transition and sports & entertainment planning, 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
user avatar

Claudine R

Series 66

Los Angeles, CA

Wells Fargo Advisors

Claudine Rajah is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2006 to 2026. 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 and investment options, using proprietary research and tools to develop tailored recommendations.

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

Eric S

Series 66

Los Angeles, CA

Wells Fargo Advisors

Eric Smutko is a financial advisor with Wells Fargo Advisors in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked for Ameriprise Financial Services, Inc. from 2003 to 2026. Outside of his advisory role, he is a co-owner of A-1G Skyraider, LLC. 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 develops tailored recommendations using proprietary research and tools, with clients able to choose how to implement those recommendations.

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

Audrey S

CFP®, Series 66

Los Angeles, CA

Wells Fargo Advisors

Audrey Schmedes is a CFP® professional with nine years of experience in the financial services industry, currently with Wells Fargo Advisors since 2026. She previously worked at Ameriprise for six years and held roles at Bank of America and Merrill Lynch. She serves on the board of The Village Enrichment Program, a nonprofit organization. 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 are tailored to client needs and delivered through a network of financial advisors.

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

Chase J

Series 66

Los Angeles, CA

Wells Fargo Advisors

Chase Johnson is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Ameriprise and Pacific Crest Consultants and has a Series 66 designation. Outside of his advisory role, he co-owns a personal driver business offering ride services and also works as an Uber driver. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning solutions supported by Wells Fargo research and tools, delivering tailored recommendations through 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

Kristina L

CFP®, Series 66

Los Angeles, CA

Wells Fargo Advisors

Kristina Liuag is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. She previously worked at Ameriprise Financial Services in various capacities from 2013 to 2026. Outside the financial industry, she is employed as a visual associate at J. Crew Group, where she is responsible for store layout and maintaining retail standards. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and 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 and referral channels.

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

Devin M

Series 66

Los Angeles, CA

Wells Fargo Advisors

Devin Marshall is a Series 66-credentialed financial advisor with six years at Wells Fargo Advisors and a total of five years of industry experience. He has prior experience at Ameriprise and Express. 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 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
user avatar

Aprile P

Series 66

Los Angeles, CA

Wells Fargo Advisors

Aprile Poag is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She previously worked at Ameriprise Financial Services from 2014 to 2026. Outside of her advisory role, she is involved with GoldenVoice as an ambassador at the Coachella music festival and serves as an accounting consultant for Desert Christian Community Church. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo research and tools.

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

Anthony P

CFP®, Series 66

Los Angeles, CA

Wells Fargo Advisors

Anthony Perez is a CFP® professional with 23 years of industry experience, currently advising at Wells Fargo Advisors since 2026. Prior to that, he spent 21 years with Ameriprise Financial Services. Outside of his advisory role, he is involved in independent insurance brokering and co-owns Enlightened VOX, a retail business in Los Angeles. 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 institutions. The firm offers a broad range of planning services, including specialized support for business-owner transitions, sports and entertainment, and divorce planning, delivering tailored recommendations supported by Wells Fargo research and 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)