Roseville, CA E. Roseville Parkway 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
1731 E. Roseville Parkway Suite 190, [Satellite]
Roseville CA 95661
Advisors at this office
5
Advisors at this office
Gary A
Series 63, Series 65
Roseville, CA
Wells Fargo Advisors
Gary Arena is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he owns and operates Arena Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad range of planning options, utilizing Wells Fargo’s research and tools, and incorporates advisory services alongside other financial products and referral channels.
Jonathan G
Series 63, Series 66
Roseville, CA
Wells Fargo Advisors
Jonathan Green is a financial advisor at Wells Fargo Advisors with six years of industry experience. He has held various roles within Wells Fargo and its affiliates 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 investment and financial planning services tailored to clients meeting certain net-worth criteria.
Chris T
Series 63
Roseville, CA
Wells Fargo Advisors
Chris Tryforos is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Cetera and Cetera Advisor Networks LLC, and he has been involved with Bruce Kajiwara, CFP since 2011. Outside of his advisory work, Tryforos serves as a trustee for a special needs trust established for his siblings. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that include retirement, education, risk, and special-needs planning. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.
Kevin M
CFP®, Series 66
Roseville, CA
Wells Fargo Advisors
Kevin Mounkes is a CFP® with 21 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked within various Wells Fargo entities since 2012. Outside of his advisory role, he owns and operates a tax lien and tax deed real estate auction business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.
Paul C
Series 63, Series 65
Roseville, CA
Wells Fargo Advisors
Paul Chavez is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He 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 that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services covering areas such as retirement, education, and special situations, using proprietary research and planning tools to develop tailored recommendations.
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