Wayzata, MN Lake Street E Office

Lance Steinke is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2024. His prior roles include positions at Bank of America, NA, and Merrill Lynch, where he worked for 15 and 17 years respectively. Outside of his advisory work, he owns a vacation rental property in Granby, Colorado. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through both meetings and written summaries.

Michael Wolke is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Stifel Nicolaus & Co. Inc. for 17 years before joining Wells Fargo Advisors in 2022. He also owns Wolke Wealth Management LLC, a financial practice based in Victoria, MN. 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Megan Butterfield is a Series 66 licensed financial advisor at Wells Fargo Advisors in Wayzata, MN, with eight years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously at Merrill from 2016 to 2018, as well as at Ann Taylor Inc from 2013 to 2016. 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 planning menu addressing various financial needs, including retirement, education, risk, and niche services like business-owner transition and divorce planning, supported by Wells Fargo’s research and tools.

Scott Larson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Larson is involved as a partner in a farming business and owns a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Cally Haderaj is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at M Health Fairview for ten years and held positions at the University of Minnesota and Saint Catherine University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Philipp Wagener is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Wells Fargo entities since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse areas including retirement, education, risk management, and specialized planning needs.

Mark Pehrson is a CFP® with 39 years of industry experience, currently affiliated with Wells Fargo Advisors since 2019. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Outside of his advisory work, he is the treasurer for South Metro Huskies and owns PERISSOS, LLC. 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 uses proprietary research and tools to develop tailored recommendations for clients.

Stacy Kupsky is a Series 66 licensed financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors since 2022. Prior to this, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC between 2014 and 2022. Kupsky is involved in outside activities including ownership of Breakthrough Financial, LLC and participation as a panelist on the Thrive Business Panel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through meetings and written summaries. The firm’s broad planning menu includes specialized services such as business-owner transition planning and special-needs analysis, delivered via a combination of advisory services and affiliated financial products.

Conor Hentges is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo Advisors in 2018, he worked at Bank of America and Merrill from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing research and planning tools to develop tailored recommendations.

James Lukanich is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and previously worked at Wells Fargo Clearing. Lukanich is also the sole owner and trustee of Vista Wealth Management, a separate financial practice based in St. Paul, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having flexible options for implementing recommendations through brokerage or advisory programs.

Brian Grahek is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. His prior experience includes roles at Bank of America and Merrill Lynch. He is involved in entrepreneurial investment-related ventures through GLJ Investments, LLC and Grahek GP LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Kevin Winters is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Morgan Stanley. Winters is also involved as a merchant partner in Winters GP LLC. 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 solutions tailored to clients meeting net-worth thresholds.

Sean Wenham is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, MidWestOne Bank, and U.S. Bank. He also serves as Vice President and Regional Trust Manager at MidWestOne Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop and deliver recommendations.

Riley Howard is a CFP®-credentialed financial advisor with 22 years of industry experience, currently practicing at Wells Fargo Advisors in Wayzata, MN. He has worked within various Wells Fargo entities since 2010. Outside of his advisory role, he owns and operates R.H. Wealth Management and serves as a trustee for its related 401(k) plan. 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, utilizing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Fred Legrand is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including prior roles at Merrill and Wells Fargo Clearing. He owns FRL Investments and the FINET practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a comprehensive planning menu and integrates advisory services with other financial product sales and referral channels.