Festus, MO Veterans Blvd Office

Team
Updated today

Client AUM

$617,589,353,444

Clients

1,298,616

Advisors

2

Of 14,131 advisors across 1,496 offices

Location

1311 Veterans Blvd

Festus MO 63028

Advisors at this office

2

Advisors at this office

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Christopher H

Series 63, Series 66

Festus, MO

Wells Fargo Clearing

Christopher Harwell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Chunky Gator LLC, which involves a car collection. 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 grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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David K

CFP®, Series 66

Festus, MO

Wells Fargo Clearing

David Kirkman is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His work history includes roles at Wells Fargo Clearing Services LLC and Associate Staffing, as well as earlier positions at Spring Hill College and Tapawingo National Golf Club. 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 modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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