Wayzata, MN Manitoba 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
315 Manitoba Avenue, Ste 300
Wayzata MN 55391
Advisors at this office
4
Advisors at this office
Joshua B
CFP®, Series 66
Wayzata, MN
Wells Fargo Advisors
Joshua Baltzer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. Prior to this role, he worked at Wells Fargo Clearing and held positions at Cargill. He is a part-owner and co-trustee of BSV Financial Partners LLC, an investment-related business based in Wayzata, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, delivering tailored recommendations through financial advisors who serve clients meeting specific net-worth criteria.
Kendra K
Series 66
Wayzata, MN
Wells Fargo Advisors
Kendra Kosek is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo Advisors in 2021, she worked at Symmetry Lending and has experience in non-financial roles including Massage Envy and Hennen's Auto Service. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory offerings with other financial products through a variety of compensation arrangements.
Ryan V
CFP®, Series 66
Wayzata, MN
Wells Fargo Advisors
Ryan Voxland is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 12 years of experience within the Wells Fargo organization. Voxland is involved with BSV Financial Partners, LLC and RAV, LLC, both investment-related ventures based in Wayzata, MN, in which he holds ownership stakes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through optional brokerage or advisory programs.
Christopher S
Series 63, Series 66
Wayzata, MN
Wells Fargo Advisors
Christopher Stewart is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 66 credentials. He has 29 years of industry experience and has worked within Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that address various client needs. Advisors use proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.
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