Roseville, CA 1512 Eureka Rd Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,178

Across 1,145 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

1512 Eureka Rd

Roseville CA 95661

Advisors at this office

7

Advisors at this office

user avatar

Lynnell R

Series 66

Roseville, CA

Wells Fargo Advisors

Lynnell Reese is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her financial advisory role, she is involved in food delivery through DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including cash-flow, retirement, education, and niche planning areas, 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

Ashley A

Series 63, Series 66

Roseville, CA

Wells Fargo Advisors

Ashley Archer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Archer worked at Morgan Stanley and E*TRADE Capital Management LLC in various roles from 2016 to 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across a broad range of financial planning needs.

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

Sean G

Series 63, Series 65

Roseville, CA

Wells Fargo Advisors

Sean Gannon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with Wells Fargo Clearing since 2016 and with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition planning 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

Christopher R

ChFC®, Series 63, Series 65

Roseville, CA

Wells Fargo Advisors

Christopher Rafanan is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at LPL Financial, Patelco Credit Union, and CUNA Mutual Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that cover a broad range of needs, from retirement and education planning to specialized areas like business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels through a network of over 4,000 advisors.

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

Lori K

Series 63, Series 65

Roseville, CA

Wells Fargo Advisors

Lori Kamuf is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley. Outside of her advisory role, she is a consultant in direct sales for a clothing company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations 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

Trudy N

Series 63, Series 65

Roseville, CA

Wells Fargo Advisors

Trudy Nishita is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with several Wells Fargo entities and Merrill since 2011. 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
user avatar

Craig G

Series 66

Roseville, CA

Wells Fargo Advisors

Craig Geisendorff is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network since 2026, following several years at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using Wells Fargo research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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