Terre Haute, IN Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

4

Of 4,145 advisors across 1,137 offices

Location

2901 Ohio Blvd, Ste 154

Terre Haute IN 47803

Advisors at this office

4

Advisors at this office

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William D

Series 63, Series 65

Terre Haute, IN

Wells Fargo Advisors

William Doan Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at LPL Financial for 11 years before joining Wells Fargo Advisors in 2021. 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 using proprietary research and tools, delivering tailored recommendations in discrete engagements across various financial planning needs.

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

Series 63, Series 66

Terre Haute, IN

Wells Fargo Advisors

Edward Hughes is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2015. 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 services with various 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
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Kimberly H

Series 63, Series 65

Terre Haute, IN

Wells Fargo Advisors

Kimberly Hughes is a financial advisor with Wells Fargo Advisors in Terre Haute, IN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she holds a 33% ownership interest in Ohio Boulevard Partners, LLC. 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 menu of planning services, including niche areas such as business-owner transition and special-needs analysis.

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

CFP®, Series 63, Series 65

Terre Haute, IN

Wells Fargo Advisors

Dierdre Llewellyn is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2022. She previously worked at CliftonLarsonAllen Wealth Advisors, LLC for 10 years and Valmark Securities, Inc. for 17 years. Outside of her advisory role, she performs bookkeeping for a family real estate business on a limited basis. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet specific net-worth criteria.

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