Owatonna, MN 102 North Cedar Ave 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
102 North Cedar Ave
Owatonna MN 55060
Advisors at this office
4
Advisors at this office
Charles P
Series 66
Owatonna, MN
Wells Fargo Advisors
Charles Postlewaite is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Lakeview Bank, Leo's South, and West Metro Irrigation. Charles completed his education at Bemidji State University from 2020 to 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements that typically address specific client needs.
John M
Series 63, Series 66
Owatonna, MN
Wells Fargo Advisors
John Murtha is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his role at Wells Fargo, he holds ownership interests in wealth management investment businesses and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning covering areas such as retirement, education, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and other niche needs.
Joanne C
Series 63, Series 65
Owatonna, MN
Wells Fargo Advisors
Joanne Corbin is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked within various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.
Susan S
Series 66
Owatonna, MN
Wells Fargo Advisors
Susan Skrivanie is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo affiliated firms since 2011. 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 and investment services, including specialized planning for business owners, sports and entertainment professionals, special-needs analysis, and divorce planning.
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