Morgantown, WV 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
455 Suncrest Towne Center Dr, Ste 300
Morgantown WV 26505
Advisors at this office
3
Advisors at this office
Michael O
Series 63, Series 65
Morgantown, WV
Wells Fargo Advisors
Michael Oates is a financial advisor with Wells Fargo Advisors in Morgantown, WV, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. He is a co-owner of a local professional building in Morgantown. 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 financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.
Charles L
CFP®, Series 66
Morgantown, WV
Wells Fargo Advisors
Charles Labritz is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He is co-owner of Oates Labritz Wealth Management LLC, a wealth management practice based in Morgantown, WV. 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. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.
Jordan B
Series 66
Morgantown, WV
Wells Fargo Advisors
Jordan Baker is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Janney Montgomery Scott LLC and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory services that can be integrated with other financial products and referral networks.
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