New Albany, OH Johnstown Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
2
Of 4,147 advisors across 1,134 offices
Location
9835 Johnstown Rd
New Albany OH 43054
Advisors at this office
2
Advisors at this office
Gregory M
CFP®, Series 63, Series 65
New Albany, OH
Wells Fargo Advisors
Gregory Munster is a CFP® professional with 33 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves as a co-trustee for the New Albany Homeowners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.
Ryan B
Series 66
New Albany, OH
Wells Fargo Advisors
Ryan Bules is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Kenakore Business Solutions and The Ohio State University Student Union. 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, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.
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