Park City, UT Deer Park Valley Dr Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

2

Of 4,145 advisors across 1,134 offices

Location

375 Deer Park Valley Dr

Park City UT 84060

Advisors at this office

2

Advisors at this office

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Cole T

Series 66

Park City, UT

Wells Fargo Advisors

Cole Tan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He previously worked at LPL Financial, Goldman Sachs, and Wasatch Touring. Tan holds the Series 66 designation. 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 typically structured on a discrete basis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Paul T

Series 63, Series 65

Park City, UT

Wells Fargo Advisors

Paul Tan is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He previously worked for LPL Financial for nine years before joining Wells Fargo Advisors in 2023. In addition to his advisory role, Tan is involved in acting through TMG Acting in Park City, UT. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm employs research and planning tools to develop tailored recommendations across a broad range of planning needs, with clients opting into implementation through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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