Springfield, OR 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

400 International Way, Suite 110 1st Fl

Springfield OR 97477

Advisors at this office

20

Advisors at this office

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Kevin F

Series 63, Series 66

Springfield, OR

Wells Fargo Advisors

Kevin Freihoefer is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with various Wells Fargo entities since 2011. Outside of his advisory role, he serves as Budget Committee Chairperson for St. Francis of Assisi Catholic School in Bend, OR, and is a board member of the Legacy of Faith Catholic Community Foundation in Redmond, OR. 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 institutions. The firm offers a broad range of planning services with tailored recommendations supported by Wells Fargo’s research and tools, and clients may implement these recommendations through various 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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David A

CFP®, Series 63, Series 65

Springfield, OR

Wells Fargo Advisors

David Aichele is a CFP® professional with nine years of experience in the financial services industry, currently serving as an advisor at Wells Fargo Advisors. He has worked within various Wells Fargo entities since 2016, including Wells Fargo Clearing Services and Wells Fargo Bank NA. 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, utilizing proprietary research and tools to develop tailored recommendations, with a focus on discrete planning engagements.

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

Series 63, Series 65

Springfield, OR

Wells Fargo Advisors

Wendy Cheney is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked exclusively within Wells Fargo-affiliated entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering various specialized planning areas for 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

Andrew W

Series 63, Series 65

Springfield, OR

Wells Fargo Advisors

Andrew Weber is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and various Wells Fargo entities. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools to develop personalized recommendations.

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

CFP®, Series 66

Springfield, OR

Wells Fargo Advisors

Jacqueline Keele is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Springfield, OR. Her background includes roles at Wells Fargo Clearing and entrepreneurial experience with 40LBS Coffee Bar. 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 using proprietary research and tools, with tailored recommendations delivered through both meetings and written summaries.

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

Julie S

Series 63, Series 66

Springfield, OR

Wells Fargo Advisors

Julie Skinner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at RBC Capital Markets, LLC and Wells Fargo Clearing. Outside of her advisory work, she operates an eBay business selling collectibles and childhood items. 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 using proprietary research and tools, with an emphasis on customized recommendations and optional implementation through various brokerage and 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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Tyler B

Series 66

Springfield, OR

Wells Fargo Advisors

Tyler Bevans is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2015. 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 and investment options, using proprietary 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

Gerald R

Series 63, Series 65

Springfield, OR

Wells Fargo Advisors

Gerald Rouleau is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Continuity Group LLC, an administrative company based in Springfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. Advisors use proprietary research and planning tools to develop tailored recommendations, which clients can implement through various 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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Stephanie S

Series 63

Springfield, OR

Wells Fargo Advisors

Stephanie Spriggs is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She has worked within Wells Fargo-affiliated firms since 2009. Outside of financial services, she serves as a box office house manager for The Cottage Theatre in Cottage Grove, Oregon. 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 and uses proprietary research and 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
user avatar

Haley T

CFP®, Series 63, Series 65, Series 66

Springfield, OR

Wells Fargo Advisors

Haley Thomas is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior roles include nine years at Wells Fargo Clearing and one year at WELLS FARGO Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with 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

Richard D

ChFC®, Series 66

Springfield, OR

Wells Fargo Advisors

Richard Driessnack is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Edward Jones. 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 supported by proprietary research and tools, with tailored recommendations delivered through advisor meetings and written summaries.

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

Terry K

Series 63

Springfield, OR

Wells Fargo Advisors

Terry Keele is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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

Allison N

Series 66

Springfield, OR

Wells Fargo Advisors

Allison Nelson is a financial advisor at Wells Fargo Advisors in Springfield, OR, holding a Series 66 license with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Pentagon Federal Credit Union, and Cabela's. 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 using proprietary research and tools, with planning engagements typically being discrete and tailored to client needs.

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

Cody C

Series 63, Series 65

Springfield, OR

Wells Fargo Advisors

Cody Calabrese is a financial advisor at Wells Fargo Advisors in Springfield, OR, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones and Wells Fargo Bank. 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 tailored to clients meeting net-worth thresholds 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

Jessica T

Series 63, Series 65

Springfield, OR

Wells Fargo Advisors

Jessica Turner is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds the Series 63 and Series 65 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of her financial advisory work, she sells personal art independently at local stores. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s advisory approach includes tailored recommendations supported by proprietary research and planning tools, with services spanning areas such as retirement, education, and business-owner transition planning.

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