Anchorage, AK W Northern Lights Blvd Office

Team
Updated today
Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Firm-wide stats for Wells Fargo Clearing

Total advisors

14,124

Across 1,522 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

301 W Northern Lights Blvd, Ste 100

Anchorage AK 99503

Advisors at this office

28

Advisors at this office

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Ashley H

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Ashley Herrick is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2006 and at 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Ryan J

Series 66

Anchorage, AK

Wells Fargo Clearing

Ryan Jaramillo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2005. Outside of his advisory role, he serves as secretary of a local homeowners association in Anchorage, Alaska. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad product offering, serving more than 14,000 advisors and managing approximately $671 billion in assets.

Retired Founder/Business Owner
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Mariah W

Series 66

Anchorage, AK

Wells Fargo Clearing

Mariah Wigley is a financial advisor at Wells Fargo Clearing, holding a Series 66 designation. She is based in Anchorage, AK, and has recently begun her career in the financial industry. Prior to joining Wells Fargo, her background includes roles outside of finance, such as working for DoorDash and various educational and community organizations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Retired Founder/Business Owner
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Spencer M

Series 63, Series 66

Anchorage, AK

Wells Fargo Clearing

Spencer Madden is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2009. Outside of advisory work, Madden is involved in music production through Blueprint Productions and volunteers as a financial literacy teacher for Junior Achievement in a Day. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Retired Founder/Business Owner
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Cody P

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Cody Palmer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2024, with prior experience at W.W. Grainger, General Communication Inc., and Domino's. Outside of his advisory role, he is a real estate investor and landlord, managing a duplex in Anchorage, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Richard T

Series 66

Anchorage, AK

Wells Fargo Clearing

Richard Tilton is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Investments and Morgan Stanley DW Inc. Outside of his advisory role, he serves as treasurer for the Cook Inlet Soccer Club in Anchorage, Alaska. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Ryan W

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Ryan Williams is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he works as a rideshare driver in San Francisco. 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
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Erik T

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Erik Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
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Thomas O

Series 66

Anchorage, AK

Wells Fargo Clearing

Thomas Olsen is a Series 66-licensed financial advisor with Wells Fargo Clearing in Anchorage, Alaska, bringing 21 years of industry experience. He has worked at Wells Fargo Investments and Wells Fargo Clearing since 2005. Outside of his advisory role, Olsen co-owns Tower Ranch Alaska, a small ranch raising livestock in Palmer, Alaska. 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 employs a research-driven investment approach and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Cameron W

Series 63, Series 66

Anchorage, AK

Wells Fargo Clearing

Cameron Walker is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and Space Dynamics Laboratory. Outside of finance, he coaches youth baseball, teaching hitting and throwing skills. Wells Fargo Advisors serves 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 both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Xang X

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Xang Xiong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Xiong worked at Wells Fargo Bank, nA and has experience with Alaska Unemployment Insurance and Camp Fire Alaska. 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 from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Luke M

Series 63, Series 66

Anchorage, AK

Wells Fargo Clearing

Luke Mc Cutcheon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and diverse engagements outside finance, such as work related to The First Church of Christ, Scientist, and data annotation. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Retired Founder/Business Owner
user avatar

Stanley H

Series 66

Anchorage, AK

Wells Fargo Clearing

Stanley Hagood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Key Investment Services and KEY BANK for nine years before joining Wells Fargo Bank, NA and Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking.

Retired Founder/Business Owner
user avatar

Sean L

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Sean Leach is a financial advisor with Wells Fargo Clearing in Anchorage, AK. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, he worked in the restaurant industry at Morimoto Maui and Misophat Sushi. 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

Kristina B

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Kristina Bibbo is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank since 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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