Austin, TX N Capital of Texas Hwy N Office

Team
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WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

14,115

Across 1,523 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 Advisors

Occupation focus

Retired Founder/Business Owner

Based on WELLS FARGO Advisors

Location

9442 N Capital of Texas Hwy N Ste 700, Arboretum Plaza One

Austin TX 78759

Advisors at this office

18

Advisors at this office

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Fernanda Q

Series 66

Austin, TX

Wells Fargo Clearing

Fernanda Quinete Vezina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years before joining Wells Fargo in 2022. Outside of her advisory role, she owns UVAIA CO, a social media and lifestyle shipping service based in Austin, TX. 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 large network of advisors and offers 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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George B

CFP®, ChFC®, Series 63, Series 65

Austin, TX

Wells Fargo Clearing

George Baird is a CFP® and ChFC® with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at Prudential Equity Group, LLC. 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 other sources.

Retired Founder/Business Owner
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Robert F

Series 63, Series 65

Austin, TX

Wells Fargo Clearing

Robert Frazier Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Prudential Equity Group, LLC. 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 sources.

Retired Founder/Business Owner
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Ronald R

Series 63, Series 65

Austin, TX

Wells Fargo Clearing

Ronald Rakoover is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He previously worked at Citigroup Global Markets for 16 years before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in managing commercial rental properties. 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 uses research and analytics to evaluate investment options and offers a mix of discretionary and non-discretionary retirement plan services.

Retired Founder/Business Owner
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Arthur S

Series 63

Austin, TX

Wells Fargo Clearing

Arthur Shearer is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for six years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Luke C

Series 66

Austin, TX

Wells Fargo Clearing

Luke Calhoon is a financial advisor with Wells Fargo Clearing based in Austin, TX. He holds a Series 66 designation and has worked in the financial industry since 2021, including prior roles at Grier, Reeves & Lawley, PC, BWI Inc, and Fuoco Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support portfolio construction.

Retired Founder/Business Owner
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Brett D

Series 66

Austin, TX

Wells Fargo Clearing

Brett Denson is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Seagate Technology and has experience as a self-employed professional and in lawn services. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Retired Founder/Business Owner
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Colby B

CFP®, Series 66

Austin, TX

Wells Fargo Clearing

Colby Boyle is a CFP® with two years of industry experience, currently with Wells Fargo Clearing. He previously worked at Charles Schwab and has diverse background experience including roles at Academy Sports and Outdoors and Sky Ranch Christian Camps. 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 sources.

Retired Founder/Business Owner
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Nathaniel S

Series 66

Austin, TX

Wells Fargo Clearing

Nathaniel Sorenson is a Series 66 licensed financial advisor at Wells Fargo Clearing with 11 years of industry experience. He 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 both brokerage and advisory solutions.

Retired Founder/Business Owner
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Frank N

Series 63

Austin, TX

Wells Fargo Clearing

Frank Netherton is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, previously spending six years at A. G. Edwards & Sons, Inc. He serves as a trustee for several close friends and manages family estate matters, including acting as executor for his father’s estate and co-managing a family ranch. 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 combines research and analytics with a broad range of brokerage and advisory solutions across more than 14,000 financial advisors and $671 billion in assets under management.

Retired Founder/Business Owner
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William Z

Series 63, Series 65

Austin, TX

Wells Fargo Clearing

William Zeitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Prudential Equity Group, LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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

Jason M

CFP®, Series 63, Series 65

Austin, TX

Wells Fargo Clearing

Jason Mcdonald is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

Retired Founder/Business Owner
user avatar

Wayne D

CFP®, Series 63, Series 66

Austin, TX

Wells Fargo Clearing

Wayne Denson is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked for A. G. Edwards & Sons, Inc. from 2002 to 2008. He holds Series 63 and Series 66 licenses and is based in Austin, TX. 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 with over 14,000 advisors and delivers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar

Arthur Z

Series 63, Series 65

Austin, TX

Wells Fargo Clearing

Arthur Zeitz is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Prior to that, he spent 20 years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and portfolio management resources.

Retired Founder/Business Owner
user avatar

Wende E

Series 66

Austin, TX

Wells Fargo Clearing

Wende Easter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts, crafts, and growing flowers and spices for sale. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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