Fort Collins, CO 460 S College Ave Office

Team
Updated today
Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Firm-wide stats for Wells Fargo Clearing

Total advisors

14,118

Across 1,474 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 Clearing

Occupation focus

Retired Founder/Business Owner

Based on Wells Fargo Clearing

Location

460 S College Ave

Fort Collins CO 80524

Advisors at this office

5

Advisors at this office

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Deanne M

Series 63, Series 66

Fort Collins, CO

Wells Fargo Clearing

Deanne Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at various Wells Fargo entities since 2014. Murphy serves as Treasurer and Finance Committee Member for The Friends of the Gardens on Spring Creek in Fort Collins, CO, where she manages financial oversight and reporting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a broad network of advisors.

Retired Founder/Business Owner
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Michael R

Series 63, Series 66

Fort Collins, CO

Wells Fargo Clearing

Michael Reed is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, BancWest Investment Services, and Wells Fargo Clearing. 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, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Retired Founder/Business Owner
user avatar

Lucas D

Series 66

Fort Collins, CO

Wells Fargo Clearing

Lucas Dorrough is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., LPL Financial, and Ameriprise. 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.

Retired Founder/Business Owner
user avatar

Daniel C

Series 63, Series 66

Fort Collins, CO

Wells Fargo Clearing

Daniel Cottrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Bank and 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Peter C

CFP®, Series 63, Series 65

Fort Collins, CO

Wells Fargo Clearing

Peter Contino is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a decade at Stifel and a year at Wells Fargo Advisors, LLC. He is based in Fort Collins, CO. 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 the Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Retired Founder/Business Owner
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