Albuquerque, NM Americas Pkwy NE 10th Office

Team
Updated today
Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Firm-wide stats for Wells Fargo Clearing

Total advisors

14,104

Across 1,514 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.

For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.

A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.

Based on Wells Fargo Clearing

Occupation focus

Retired Founder/Business Owner

Based on Wells Fargo Clearing

Location

6501 Americas Pkwy NE 10th Fl, [Support Center]

Albuquerque NM 87110

Advisors at this office

16

Advisors at this office

user avatar

Ryan S

CFA®, Series 66

Albuquerque, NM

Wells Fargo Clearing

Ryan Salmon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he serves on the finance committee of El Rancho de las Golondrinas, a living history museum in Santa Fe, where he assists with overseeing operations and providing guidance on asset allocation and budgeting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a focus on tailored services and an expanded investment menu that includes insurance-related products.

Retired Founder/Business Owner
user avatar

Scott D

Series 66

Albuquerque, NM

Wells Fargo Clearing

Scott Desmarais is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2022, he worked in the restaurant industry for several years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Robert D

Series 63, Series 66

Albuquerque, NM

Wells Fargo Clearing

Robert Dexel is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar

Ralph G

Series 63, Series 65

Albuquerque, NM

Wells Fargo Clearing

Ralph Griffin is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is involved in Alianza Family Services, providing services to individuals with disabilities. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar

Quentin H

Series 63, Series 66

Albuquerque, NM

Wells Fargo Clearing

Quentin Heffron is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar

Christopher E

CFP®, Series 66

Albuquerque, NM

Wells Fargo Clearing

Christopher Enright is a Certified Financial Planner (CFP®) with 15 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2011 and joined Wells Fargo Clearing in 2016. Enright serves as a trustee for family trusts related to a ranch in Placitias, New Mexico. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar

Melinda K

Series 63

Albuquerque, NM

Wells Fargo Clearing

Melinda Knoll is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 63 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
user avatar

Christopher C

Series 63, Series 65

Albuquerque, NM

Wells Fargo Clearing

Christopher Contreras is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Gwyther & Holt Investment Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he also works part-time as a delivery driver for food and grocery services in Albuquerque. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions leveraging research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Joseph C

CFP®, Series 66

Albuquerque, NM

Wells Fargo Clearing

Joseph Coca is a CFP® professional with 12 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his financial advisory role, he serves as a licensed referee and judge for mixed martial arts and boxing across several state athletic commissions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Retired Founder/Business Owner
user avatar

Miranda P

Series 66

Albuquerque, NM

Wells Fargo Clearing

Miranda Peralta is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2015. Outside of her advisory role, she works part-time as a sales associate at Anthropologie and volunteers assisting voters on election day with the New Mexico Secretary of State's Bureau of Election. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar

Robert S

Series 63, Series 66

Albuquerque, NM

Wells Fargo Clearing

Robert Stull is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
user avatar

Joseph O

Series 66

Albuquerque, NM

Wells Fargo Clearing

Joseph Olson is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of the West and BancWest Investment Services for nine years. Olson serves as a finance committee member for NM WILD, contributing to financial oversight discussions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar

Sridhar Y

Series 63, Series 65

Albuquerque, NM

Wells Fargo Clearing

Sridhar Yarlagadda is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory services including investment policy development, performance reporting, and participant education. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its offerings.

Retired Founder/Business Owner
user avatar

Lindsey M

Series 66

Albuquerque, NM

Wells Fargo Clearing

Lindsey Marlowe is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors, LLC. Outside of her advisory role, she has been involved with Scentsy since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Retired Founder/Business Owner
user avatar

Jessica M

Series 63, Series 65

Albuquerque, NM

Wells Fargo Clearing

Jessica Marlowe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)