Woodstock, IL Lake Shore Dr Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

6

Of 4,147 advisors across 1,134 offices

Location

2424 Lake Shore Dr, Ste A

Woodstock IL 60098-6911

Advisors at this office

6

Advisors at this office

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Jeffrey B

Series 66

Woodstock, IL

Wells Fargo Advisors

Jeffrey Bobrowicz Jr. is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Woodstock, IL, and has 11 years of industry experience. He previously worked with Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. He also has entrepreneurial involvement as a part-owner of Bobrowicz Wealth Management Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to deliver customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Travis O

CFP®, Series 66

Woodstock, IL

Wells Fargo Advisors

Travis Ormsby is a CFP®-certified financial advisor with Wells Fargo Advisors, bringing 10 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2015. Outside of his role at Wells Fargo, Ormsby holds ownership interests in two wealth management groups based in Woodstock, IL. 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 tailored to clients meeting specific net-worth criteria and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey B

Series 63, Series 65

Woodstock, IL

Wells Fargo Advisors

Jeffrey Bobrowicz is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He has been with Wells Fargo and its affiliates since 2009, including roles at Wells Fargo Clearing. He holds the Series 63 and Series 65 licenses. 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 range of planning options and utilizes proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brittany H

Series 66

Woodstock, IL

Wells Fargo Advisors

Brittany Hafferkamp is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Paychex, Inc. for nine years. 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 using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Blake H

Series 66

Woodstock, IL

Wells Fargo Advisors

Blake Hafferkamp is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds the Series 66 designation and has worked in various capacities within Wells Fargo since 2017, as well as at Northwestern Mutual from 2015 to 2017. 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 institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Alan H

Series 63

Woodstock, IL

Wells Fargo Advisors

Alan Hafferkamp is a financial advisor with Wells Fargo Advisors in Woodstock, IL, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he is involved in managing a family farm in Sharon, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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