Wayne, PA West Wayne Avenue Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
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
Location
229 West Wayne Avenue
Wayne PA 19087
Advisors at this office
3
Advisors at this office
Benjamin S
Series 66
Wayne, PA
Wells Fargo Advisors
Benjamin Spalter is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. He serves as a trustee of a family trust, dedicating time to this responsibility alongside his advisory work. 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 specialized areas such as business-owner transition and special-needs planning, and uses proprietary research and tools to develop tailored recommendations.
Mary C
Series 63
Wayne, PA
Wells Fargo Advisors
Mary Cobb is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. 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 covering various specialized areas and uses Wells Fargo research and planning tools to develop tailored recommendations.
Theodore M
CFP®, Series 63, Series 65
Wayne, PA
Wells Fargo Advisors
Theodore Mack is a CFP® certified financial advisor with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He has held various roles within the Wells Fargo organization since 2009 and has been involved with the Bucks County Youth Center since 1998. 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, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs analysis.
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