East Lansing, MI S Hagadorn Rd Office

Michele Strauss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products than many large institutional advisers.

Amy Hoesli is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in East Lansing, MI, and has 16 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Fifth Third Securities from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment menu.

Olivia Martin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Sargent V is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2013 to 2016. He is based in East Lansing, MI. 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.

Brendan Kahl is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Macatawa Bank, Infinex Investments, and the Country Club of Lansing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Douglas Kahl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Kahl serves on the finance committee of Redeemer UMC in Dewitt, MI, and supports financial literacy programs as a support teacher at Dewitt Junior High. 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 incorporates modern portfolio theory, with services tailored to plan objectives and risk tolerances.

Lyn Hulce is a financial advisor at Wells Fargo Clearing in East Lansing, MI, holding Series 63 and Series 66 designations with 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Kelly Meister is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Kelly has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Monica Dawes is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as a Notary Public with the National Notary Association. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Nicholas Vosovic is a financial advisor with Wells Fargo Clearing in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked for Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Patrick Peterson is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2015. His prior roles include a position at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting 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 tailored to plan objectives and risk tolerances.

James Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 analytics.

Rodger Bastien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Craig Lazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. 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.