Baton Rouge, LA Essen Lane Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

14,116

Across 1,472 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

4171 Essen Lane, Suite 1250

Baton Rouge LA 70809

Advisors at this office

11

Advisors at this office

user avatar

Allison N

Series 66

Baton Rouge, LA

Wells Fargo Clearing

Allison Nosacka is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Wells Fargo in 2025. 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 from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar

Sergio C

Series 66

Baton Rouge, LA

Wells Fargo Clearing

Sergio Collette is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined nine years. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Garrett G

Series 65, Series 63

Baton Rouge, LA

Wells Fargo Clearing

Garrett Gamble is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley, Cetera Advisor Networks, and State Farm. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Ira F

Series 63, Series 65

Baton Rouge, LA

Wells Fargo Clearing

Ira Feld is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include a decade at Morgan Stanley Private Bank. 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 while leveraging research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Angela D

Series 63, Series 66

Baton Rouge, LA

Wells Fargo Clearing

Angela Denham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and LPL Financial Corporation. Outside of her advisory role, she is a director of Angela Denham Wealth Management, a real estate-related business based in Los Angeles. 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 IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar

Cherie C

Series 63

Baton Rouge, LA

Wells Fargo Clearing

Cherie Carmena is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 10 years of industry experience. She previously worked at Morgan Stanley for nine years before joining her current firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Brandon K

Series 66

Baton Rouge, LA

Wells Fargo Clearing

Brandon Kershaw is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, LWCC, and Louisiana Housing Corporation. 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
user avatar

Nicole F

Series 63, Series 66

Baton Rouge, LA

Wells Fargo Clearing

Nicole Fawley is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley for a total of 15 years. Outside of her advisory role, she is involved in the Lee Michaels Holiday Red Box Campaign in Baton Rouge. 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 data.

Retired Founder/Business Owner
user avatar

David W

Series 63, Series 65

Baton Rouge, LA

Wells Fargo Clearing

David Weinstein is a financial advisor with Wells Fargo Clearing in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent nine years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, Weinstein is involved in multiple real estate investment and development ventures, as well as ownership in aviation-related businesses. 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-driven investment strategies with a broad offering of brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Claire M

Series 66

Baton Rouge, LA

Wells Fargo Clearing

Claire Mcvea is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and was involved with the LSU Alumni Association for eight years. 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 includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar

Brandon C

Series 66

Baton Rouge, LA

Wells Fargo Clearing

Brandon Chagnard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for a decade. 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, utilizing research and analytics to guide investment decisions.

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