New Albany, OH W Campus Oval Office

Robert Kauffman is a financial advisor with Wells Fargo Advisors in New Albany, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. 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 specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Michael Leonard is a financial advisor with Wells Fargo Advisors in New Albany, Ohio, holding Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Leonard holds a 90% ownership in Horizon Peaks Holdings, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 offerings with other financial products and referral channels.

David Alspach is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FPL Financial Strategies for 14 years before joining Wells Fargo Advisors Financial Network. Outside his advisory role, he is involved in managing family estate planning and serves as a trustee for multiple family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by extensive research and planning tools.

Kurt Fulmer is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is a part-owner of KDHC Holdings, 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.