Reno, NV Humboldt St Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,153 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

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

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

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

595 Humboldt St Ste 200

Reno NV 89509

Advisors at this office

21

Advisors at this office

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Carol S

Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Carol Smith is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior background includes roles at Morgan Stanley and Wells Fargo Clearing. She serves as a trustee for a family trust and owns an independent wealth management practice. Wells Fargo Advisors Financial Network is a 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 planning menu and integrates advisory services 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
user avatar

Gavin T

Series 66

Reno, NV

Wells Fargo Advisors

Gavin Thornburg is a financial advisor at Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after working at Deloitte from 2024 to 2026 and has academic experience at Brigham Young University and the University of Utah. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet specific net-worth thresholds.

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

Russell H

Series 66

Reno, NV

Wells Fargo Advisors

Russell Hicks is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He has one year of industry experience, previously working at Patagonia and as a self-employed professional, with two decades spent in full-time education before entering the financial sector. 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 institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

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

Allen S

Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Allen Schreiber is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes ten years at Citigroup Global Markets and three years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2019. He serves as a member of the City of Huntington Beach Investment Advisory Board. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a range of planning solutions including cash-flow, retirement, education, and specialized planning areas. Advisors use firm research and planning tools to develop tailored recommendations, with optional implementation through 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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Beth K

Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Beth Kirkland is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, she has ownership and management involvement in a local electrical services company and a ranch services business. 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 planning services that advisors tailor using proprietary research and tools, with planning engagements generally discrete and optional implementation through 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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Lisa P

CFP®, Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Lisa Petrie is a CFP® professional with 42 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing and UBS Financial Services. Petrie serves on the investment committee of the Parasol Tahoe Community Foundation. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and tools.

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

Series 66

Reno, NV

Wells Fargo Advisors

Mishell Defelice is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She held a position at Morgan Stanley from 2014 to 2022 before joining Wells Fargo Advisors. Outside of her advisory work, she operates Off The Hill Marketing, a marketing blog for small businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

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

Brock W

Series 63, Series 65, Series 66

Reno, NV

Wells Fargo Advisors

Brock Wilson is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Caerus Investment Advisors, LLC and Citigroup Global Markets. He holds a 50% ownership in Gameplan Capital LLC, a separate business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions supported by in-house research and tools, and integrates advisory services with banking, lending, and trustee offerings.

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

Michiko B

Series 66

Reno, NV

Wells Fargo Advisors

Michiko Bernstein is a financial advisor at Wells Fargo Advisors in Reno, NV, holding the Series 66 designation. She has one year of industry experience, with prior roles at Fleming's and Canopy Analytics, as well as involvement in various academic and startup environments. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

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

Michail G

Series 66

Reno, NV

Wells Fargo Advisors

Michail Getsov is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, CUSO Financial Services, and Edward Jones, as well as seven years at Bellagio Resort. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations covering diverse planning needs, including niche areas such as business-owner transitions and special-needs analysis.

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

Tali F

Series 66

Reno, NV

Wells Fargo Advisors

Tali Faitlin is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tali worked at JB Hunt Transportation Inc and In N Out Burger. 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 and integrates advisory services with other financial product sales and referral channels.

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

John S

Series 66

Reno, NV

Wells Fargo Advisors

John Szymura is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, integrating advisory services 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
user avatar

Chris C

Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Chris Corona is a financial advisor at Wells Fargo Advisors in Reno, NV, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024. His prior experience includes eight years at Wells Fargo Clearing, seven years at Morgan Stanley, and eight years at Wells Fargo Investments. Outside of his advisory role, he has a 100% ownership in Verita AZ LLC, a separate business based in Scottsdale, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers specialized planning for clients who meet net-worth thresholds, including areas such as business-owner transition, sports and entertainment, and special-needs planning.

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

Thomas H

Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Thomas Hammann is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has ownership in JETT HAWK, LLC, an investment-related business based in Las Vegas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services for specialized needs, and relies on Wells Fargo research and tools to develop tailored recommendations for its clients.

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

Alexa S

Series 66

Reno, NV

Wells Fargo Advisors

Alexa Schulten is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. She has previously worked at Ernst & Young and Accenture and has an academic background from Claremont McKenna College. 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, including niche areas like business-owner transition and special-needs analysis, and uses proprietary research and tools to develop tailored recommendations.

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