Edmond, OK S Boulevard St Office

Laurie Brown is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Chris Meyers is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent eight years with UBS Financial Services. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Mitchell Frankfurt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2019, he worked at Midfirst for 12 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 based on modern portfolio theory, incorporating a wider range of financial products than many institutional advisors.

William Bishop Jr. is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns BD Real Estate, LLC with his spouse. 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffry Carel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Derek Dick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Services and Medline Industries. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

Michael Slack is a financial advisor at Wells Fargo Clearing in Edmond, OK. He holds a Series 66 designation and has prior experience at AVIO Consulting, Clevyr, Hoegg Software, StarSpace46, and Water4. 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.

Marcia Cary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 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 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karim Karim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns KARIM PRODUCTIONS, a TV production business based in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm employs an IPS-driven advisory process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Meredith Varner is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2021, she worked at MidFirst Bank for nine years. She is a 50% owner of Oklahoma Speed Shop LLC, a small automotive business she manages alongside her spouse by handling clerical responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing research and analytics to support diversified investment approaches.

Lillie West Long is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she co-owns West Long Investments LLC, which holds investments in restaurants and other commercial properties. 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 and analytics.

Lori Winfield is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities. Outside of her advisory role, she is involved with the Assembly Of God Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Donald Howat is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent four years with J.P. Morgan Securities. Outside of his advisory role, he owns an outdoor and firearms supply business and serves on the board of a neighborhood organization in Edmond, Oklahoma. Wells Fargo Advisors is a national securities firm providing 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Kyle Frankfurt is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, he was employed at RSM US LLP and BKD LLP, and he spent five years at the University of Oklahoma. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jordan Anderson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2016 to 2022. 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. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute alongside third-party data in its investment approach.