West Des Moines, IA Wild Rose Ln 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
Expertise
Based on WELLS FARGO Advisors
Location
5550 Wild Rose Ln, Suite 370 3rd Fl
West Des Moines IA 50266
Advisors at this office
5
Advisors at this office
Christopher C
CFP®, Series 66
West Des Moines, IA
Wells Fargo Advisors
Christopher Cornelius is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing for nine years and Wells Fargo Advisors, LLC for two years. Cornelius holds ownership interests in two investment-related firms, Soncor Wealth Partners LLC and Jamcorn Wealth LLC, both based in Iowa. 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 planning menu for clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations across a range of financial needs.
Tyler M
Series 63, Series 65
West Des Moines, IA
Wells Fargo Advisors
Tyler Marsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, Marsh is a notary in Iowa. 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 specialized areas such as business-owner transition planning and special-needs analysis.
Jeffrey C
Series 63, Series 65, Series 66
West Des Moines, IA
Wells Fargo Advisors
Jeffrey Carpenter is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding Series 63, 65, and 66 licenses and over 41 years of industry experience. He has worked extensively within the Wells Fargo organization in various roles since 2004, with a brief retirement period from 2022 to 2025. He serves as an investment committee member for the Catholic Foundation of Southwest Iowa. 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 supported by proprietary research and tools.
Michael S
CFP®, Series 63, Series 66
West Des Moines, IA
Wells Fargo Advisors
Michael Sonoiki is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience and prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he co-owns Spinning Eye Photo, LLC, where he sets up booths at events, and serves as vice president of Malsnt Inc. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools. The firm offers specialized planning for clients meeting net-worth criteria and integrates advisory services with related financial products and referral channels.
Michele F
Series 63, Series 66
West Des Moines, IA
Wells Fargo Advisors
Michele Flanagan is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She has been with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she is involved with the Savannah Bananas as a ticket scanner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad menu of planning options tailored to clients with specific net-worth thresholds and integrates advisory services with a range of financial products and referral channels.
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