Willmar, MN Office

Heather Kahlbaugh is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools. The firm provides tailored recommendations across various planning needs, including specialized services such as business-owner transition planning and special-needs analysis.

Christine Doyle is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 license and 20 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of her advisory role, she serves as co-trustee for family trusts and holds power of attorney for a family member. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include retirement, education, risk management, and niche areas such as business-owner transitions and special-needs analysis. The firm combines proprietary research and planning tools with optional implementation through its brokerage or advisory programs.

Cameron Nelson is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Nelson is also the owner of Northstar Wealth Advisors Corp. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad menu of financial planning and investment services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Evan Wilson is a CFP® professional with 11 years of experience, currently serving at Wells Fargo Advisors since 2019. His prior roles include five years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Outside of his advisory work, he manages Evan Wilson Farms and serves on the finance committee for the United Way of West Central Minnesota. 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 and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Robert Trojan is a financial advisor at Wells Fargo Advisors in Willmar, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, spanning nearly a decade before his current position. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a wide range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various financial planning areas, offering clients flexible implementation options through brokerage or advisory programs.

Brian Gieseke is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 credential and 14 years of industry experience. He has worked at Wells Fargo Advisors since 2024 and previously held roles at Wells Fargo Bank, Wells Fargo Clearing, Guardian Life Insurance Company, Park Avenue Securities, and Thrivent Financial. He serves as a finance committee member for Holy Trinity Lutheran Church in New Prague, MN. 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 including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial product sales and referral channels through a large network of advisors.

Jeffrey Allen is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo firms since 2011. Allen serves as a board member of the St. Stephen Lutheran Endowment Fund, where he reviews distribution requests and allocation of annual distributions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Wendy Otterness is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, CUNA Mutual Group, CUNA Brokerage Services, Inc., and Wells Fargo Bank NA. 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 planning menu covering areas such as retirement, education, risk, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and others.

Ryan Caperoon Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Wells Fargo Clearing, Aware Financial/Hallett Insurance, Bremer Bank, Raymond James Financial Services, and ownership in a family restaurant. He is also a 35% owner of Corbett & Caperoon Wealth Management LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing Wells Fargo’s research and planning tools, with tailored recommendations delivered through meetings and written summaries.

Marta Vant is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously held roles at LPL Financial, Investment Centers of America, Inc., and FRANDSEN BANK & Trust. Outside of her advisory work, she has served as a notary public in Wisconsin. 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 discrete planning engagements tailored to client needs.

Caitriona Bennett is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Southwest Minnesota State University and the University of Northwestern Ohio. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing extensive research and planning tools to provide tailored recommendations across a broad range of financial needs.

Angela Tobeck is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked within the Wells Fargo organization since 2010 in various capacities. Outside of her advisory role, she serves on the advisory board of St. Joseph’s Catholic Church Endowment Fund, is treasurer of the Reif Arts Center, and supports youth sports as treasurer of the Lightning Booster Club. 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, offering a broad range of specialized planning options through a network of advisors.

Kelly Cutsforth is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has held positions within various Wells Fargo entities since 2011. Outside of his advisory role, he owns and manages Boderlin Holdings LLC, an investment-related business based in Rochester, MN. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product sales and referral channels.

Andrew Beckius is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing from 2012 to 2023. Outside of his advisory role, Beckius serves as treasurer for both the New Prague Hockey Blue Line Club and the Pat Beckius Memorial Foundation. 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 institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Chad Huson is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2013 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a youth hockey goalie judge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, serving clients with diverse needs including retirement, education, risk management, and specialized areas such as business-owner transition and sports planning.