Omaha, NE Birch Dr. 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
13305 Birch Dr., Suite 203 2nd Floor
Omaha NE 68164
Advisors at this office
4
Advisors at this office
Michael H
CFA®, Series 65, Series 63
Omaha, NE
Wells Fargo Advisors
Michael Hadden is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Orion Portfolio Solutions and Brinker Capital. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations.
Melissa P
Series 66
Omaha, NE
Wells Fargo Advisors
Melissa Panning is a Series 66 licensed financial advisor at Wells Fargo Advisors with six years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options, including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products, allowing clients flexibility in implementing recommendations.
Shawn S
Series 63, Series 65
Omaha, NE
Wells Fargo Advisors
Shawn Sanger is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within Wells Fargo's various divisions since 2011. Outside of his advisory role, Sanger is involved in ownership and management of investment-related businesses, including serving as a partner in a financial planning practice. 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 and integrates advisory recommendations with other financial products and referral channels.
Todd D
Series 63, Series 66
Omaha, NE
Wells Fargo Advisors
Todd Demoss is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2011. Todd has ownership interests in multiple investment-related ventures, including Demoss Wealth Management, LLC and Arvada Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, tailoring recommendations using proprietary research and planning tools, with implementation options available through its brokerage or advisory programs.
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