Mokena, IL 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
19060 Everett Blvd Ste 203, [Satellite]
Mokena IL 60448
Advisors at this office
6
Advisors at this office
Rino M
Series 63, Series 65
Mokena, IL
Wells Fargo Advisors
Rino Mancini is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Mancini has ownership interests in several investment-related entities, including MANBECK PARTNERS and INNOVATIVE RETIREMENT ASSOCIATES LLC. 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, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.
William S
Series 63, Series 65
Mokena, IL
Wells Fargo Advisors
William Soltis is a financial advisor with Wells Fargo Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His prior work includes six years at Wells Fargo Clearing and five years at Prudential Equity Group, LLC. Outside of his advisory role, he plays bass guitar as a hobby. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations delivered through meetings and written summaries, with clients choosing whether and how to implement these through brokerage or advisory programs.
Kyle V
Series 66
Mokena, IL
Wells Fargo Advisors
Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Paul B
Series 63, Series 65
Mokena, IL
Wells Fargo Advisors
Paul Becht is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliates in various roles since 2016. Outside of his primary work, he holds ownership interests in several investment-related firms, including Innovative Retirement Associates LLC and Bull & Bear Associates, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services that cover cash flow, retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.
Gene B
Series 63, Series 65
Mokena, IL
Wells Fargo Advisors
Gene Becker is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2018, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Becker is a partial owner of several investment-related entities, including MANBECK PARTNERS and INNOVATIVE RETIREMENT ASSOCIATES LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet specific net-worth thresholds across various planning areas.
Phillip F
Series 66
Mokena, IL
Wells Fargo Advisors
Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.
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