Green Bay, WI Kepler Dr Office

Samuel Timmerman 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 2021 and Wells Fargo Bank, NA since 2017. Outside of his advisory role, he owns and operates a business selling collectibles and video games. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Ethan Hoops is a financial advisor with Wells Fargo Clearing in Green Bay, WI. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2025. Prior to his current role, he worked at the University of Wisconsin Eau Claire and the De Pere School District. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Gude is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Kathleen has also worked at Regional Finance and Advance America. 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 employs a large network of over 14,000 advisors and manages roughly $671 billion in assets, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory principles in its investment approach.

Corey Sherf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and Nicolet National Bank. 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 process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Daniel Retzlaff is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been employed by Wells Fargo Bank, NA since 2014. Outside of his advisory role, he is an associate with ID LIFE, a health and nutrition product sales business. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to that, he worked at Bailey's Harbor Fish Company for one year. 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 broad range of brokerage and advisory solutions.

Christopher Jaworski is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he owns and operates a farm engaged in hay and grain sales and is involved in several community organizations, including serving as treasurer for local nonprofit groups and as a member of a town park commission. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 66 designations and 34 years of industry experience. His prior roles include positions at BMO Asset Management Corp. and M&I Investment Management Corp. He serves as a committee member for the Hunters Run Homeowners Association in Suamico, WI. Wells Fargo Advisors is a national securities firm with over 14,000 advisors and approximately $671 billion in assets under management, offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Christelyn Bayerl is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding a Series 63 designation and bringing 36 years of industry experience. She has been with 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 through a network of more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Thomas Dellise is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 22 years at Associated Investment Services, Inc. He also serves as power of attorney for his father and spouse in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy preparation, performance reporting, and plan benchmarking, with a broader range of financial product offerings than many large institutional advisers.