Owensboro, KY E 2nd St 200 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
101 E 2nd St 200 Fl 2
Owensboro KY 42303
Advisors at this office
3
Advisors at this office
Charles C
CFP®, Series 63
Owensboro, KY
Wells Fargo Advisors
Charles Clark is a CFP® with 46 years of industry experience, currently affiliated with Wells Fargo Advisors since 2024. He previously worked at LPL Financial from 2014 to 2024. Clark is also involved as a for-profit board member of Hollison LLC in Owensboro, KY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services supported by Wells Fargo research and tools. The firm provides a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis.
Kelley O
Series 63, Series 65
Owensboro, KY
Wells Fargo Advisors
Kelley Orr is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Orr spent 10 years at LPL Financial, LLC. Orr is also a 50% owner of Private Ledger Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm’s comprehensive planning includes areas such as retirement, education, risk, and wealth transfer, using proprietary research and tools to develop customized recommendations.
Paul P
ChFC®, Series 63, Series 65
Owensboro, KY
Wells Fargo Advisors
Paul Pierce is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He previously worked at LPL Financial for 10 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he has ownership interests in several insurance and investment-related businesses in Owensboro, KY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of specialized planning services. The firm uses proprietary research and tools to develop tailored recommendations, with clients able to implement these through various brokerage and advisory programs.
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