Phoenix, AZ E Bethany Home Rd Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

3

Of 4,147 advisors across 1,134 offices

Location

1500 E Bethany Home Rd, Suite 140

Phoenix AZ 85014

Advisors at this office

3

Advisors at this office

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Daniel W

CFP®, Series 63, Series 65

Phoenix, AZ

Wells Fargo Advisors

Daniel Welker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He is based in Phoenix, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of a family trust and owns investment-related entities Welker Capital LLC and Welker Holdings LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop client recommendations.

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

Series 63, Series 65, Series 66

Phoenix, AZ

Wells Fargo Advisors

Thomas Delnoce is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 50 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has operated his own advisory practice since 1993. He serves as a FINRA arbitrator in investment-related disputes on a monthly basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and planning services to individuals, trusts, and institutions. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through research and planning tools.

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

Series 66

Phoenix, AZ

Wells Fargo Advisors

Joshua Delnoce is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Delnoce holds a 50% ownership interest in EIKOS Capital Management, LLC, a separate investment-related business based in Phoenix, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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