Tucson, AZ E Skyline Dr Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,153 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

1795 E Skyline Dr, Ste 141

Tucson AZ 85718

Advisors at this office

9

Advisors at this office

user avatar

Carl W

CFP®, Series 63, Series 65

Tucson, AZ

Wells Fargo Advisors

Carl Warren is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing, PNC Managed Account Solutions, Inc., and St Johns Wealth Management. Outside of his advisory role, he has ownership interests in investment-related LLCs associated with his wealth management practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by Wells Fargo research and tools. The firm 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

Thomas R

Series 66

Tucson, AZ

Wells Fargo Advisors

Thomas Robertson IV is a financial advisor at Wells Fargo Advisors with Series 66 credentials and four years of industry experience. He has held roles within Wells Fargo since 2015, including positions at Wells Fargo Payroll Services and Wells Fargo Merchant Services prior to his current advisory role. Robertson serves on the investment committee of the Rotary Club of Tucson and is a board member of the Fox Theatre in Tucson. Wells Fargo Advisors 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 facilitated by proprietary research and planning tools, with clients able to implement 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
user avatar

Sonya J

Series 66

Tucson, AZ

Wells Fargo Advisors

Sonya Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Wells Fargo Clearing, LPL Financial, Raymond James & Associates, and Citigroup Global Markets. She is based in Tucson, AZ. 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 niche areas such as business-owner transition and special-needs analysis, 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

Eric B S

CFP®, Series 63, Series 65

Tucson, AZ

Wells Fargo Advisors

Eric B Soiland is a CFP® professional with 39 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked since 2020, following prior roles at Wells Fargo Clearing and Citigroup Global Markets. He also serves as co-trustee for his parents' trusts and owns Soiland Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes 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

Nicholas W

Series 66

Tucson, AZ

Wells Fargo Advisors

Nicholas Warren is a financial advisor at Wells Fargo Advisors in Tucson, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Arcis Golf and spent several years at the University of Arizona and Ironwood Ridge High School. 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 range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to tailor recommendations for clients.

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

Anthony W

CFP®, Series 66

Tucson, AZ

Wells Fargo Advisors

Anthony Warren is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to this role, he was with Wells Fargo Clearing for two years. Outside of finance, he curates collections at the Franklin Auto Museum, an antique automobile museum in Tucson, AZ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas like business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and offers clients tailored recommendations supported by 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

Ryan T

Series 63, Series 66

Tucson, AZ

Wells Fargo Advisors

Ryan Thompson is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 66 registrations and 30 years of industry experience. He has been with Wells Fargo Advisors since 2009. Outside of his advisory role, Thompson has a 50% ownership in HEKA Energy Drink LLC, a retail energy drink business. 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 planning menu using proprietary research and tools, integrating 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

Thomas R

Series 63, Series 65

Tucson, AZ

Wells Fargo Advisors

Thomas Robertson is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary 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

Tom B

Series 66

Tucson, AZ

Wells Fargo Advisors

Tom Binder is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Merrill Lynch. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

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