Salt Lake City, UT W Amelia Earhart Dr Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,162

Across 1,139 offices

Clients per advisor

110 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

5201 W Amelia Earhart Dr

Salt Lake City UT 84116

Advisors at this office

12

Advisors at this office

user avatar

Corbin B

Series 63, Series 65

Salt Lake City, UT

Wells Fargo Advisors

Corbin Beckstrand is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Morgan Stanley from 2015 to 2022 before joining Wells Fargo Clearing Services. Outside of his advisory role, he provides accounting services for a skin care business owned jointly with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers comprehensive investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo 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

Suann P

Series 66, Series 63

Salt Lake City, UT

Wells Fargo Advisors

Suann Potter is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She has been with Wells Fargo Clearing and related entities since 2014. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides specialized planning areas, including business-owner transition and special-needs analysis, supported by 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

Matthew B

Series 63, Series 66

Salt Lake City, UT

Wells Fargo Advisors

Matthew Braun is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Wells Fargo Advisors Financial Network, he worked at Idaho First Bank and Wells Fargo Clearing Services. He has also been employed in diverse roles outside finance, including at Crane Creek Country Club, Boise State University, and Central Oregon Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu leveraging proprietary research and tools, serving clients through tailored recommendations delivered in discrete planning engagements.

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

Brady N

Series 66

Salt Lake City, UT

Wells Fargo Advisors

Brady Nelson is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors. He has held roles at Wells Fargo Clearing Services LLC since 2017 and joined Wells Fargo Advisors Financial Network LLC in 2026. Outside of his advisory work, Nelson teaches English online to children in China through VIPKID and occasionally works as a Lyft driver. 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 financial planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client reports.

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

Matthew I

Series 66, Series 63

Salt Lake City, UT

Wells Fargo Advisors

Matthew Iroku is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked within Wells Fargo's affiliated entities since 2021. Outside of his advisory role, he works as a Lyft driver in San Francisco. 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 options, including specialized services, and advisors use Wells Fargo 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

Keanon L

Series 63, Series 66

Salt Lake City, UT

Wells Fargo Advisors

Keanon Lee is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Clearing Services and US Tech Solutions Inc. He has also been involved with several other companies and held various positions outside of finance. 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. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement these recommendations.

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

Johnathan T

Series 66

Salt Lake City, UT

Wells Fargo Advisors

Johnathan Tarancon is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. His prior work includes roles at Associate Staffing, Walmart, and Weber State University. 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, utilizing proprietary research and planning tools to develop tailored recommendations.

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

Tyrel F

Series 63, Series 66

Salt Lake City, UT

Wells Fargo Advisors

Tyrel Fawson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors Financial Network, he worked with Wells Fargo Clearing Servicing and has been involved with Us Tech Solutions, Inc. outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using proprietary research and tools, with services tailored to clients who meet a net-worth threshold.

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

Aerien C

Series 63, Series 65

Salt Lake City, UT

Wells Fargo Advisors

Aerien Connelley is an advisor with Wells Fargo Advisors based in Salt Lake City, UT. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2026. Prior to that, she worked at MyMedic for six years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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, using its own 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
user avatar

Chad B

Series 66

Salt Lake City, UT

Wells Fargo Advisors

Chad Baker is a financial advisor with Wells Fargo Advisors in Salt Lake City, Utah. He holds a Series 66 designation and has eight years of industry experience, including nine years with Wells Fargo Clearing Services LLC. Outside of his advisory role, he serves as an assistant ward clerk overseeing finance for his local church and acts as a guardian for his daughter. 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 institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, delivering services across a broad range of planning needs, including niche areas such as business-owner transition 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

Matthew K

Series 63, Series 66

Salt Lake City, UT

Wells Fargo Advisors

Matthew Kusto is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Amazon, Mt. San Jacinto College, and Kusto Enterprise, Inc., where he was involved for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through personalized meetings and summary letters.

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

Daniel L

Series 66

Salt Lake City, UT

Wells Fargo Advisors

Daniel Litchfield is a Series 66 licensed financial advisor with Wells Fargo Advisors in Salt Lake City, UT, with 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Advisors since 2015. Outside of his advisory role, he owns a marketing business and serves as an assistant baseball coach at West Jordan High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various 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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