Johnstown, PA Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
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 Advisors
Location
140 Pasquerilla Plz Ste 144, [Profit Formula]
Johnstown PA 15901
Advisors at this office
4
Advisors at this office
Ryan E
Series 66
Johnstown, PA
Wells Fargo Clearing
Ryan Edwards is a financial advisor with Wells Fargo Clearing in Johnstown, PA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Wells Fargo, Edwards held roles at BNY Mellon, Robert Half, and the University of Pittsburgh. He serves as treasurer for the Cambria County Library System, a nonprofit providing education and community resources. 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.
Dane M
Series 65, Series 63
Johnstown, PA
Wells Fargo Clearing
Dane Morse is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked at Wells Fargo Clearing since 2018. Prior to that, he was employed at Robert Half and Clear Air LLC. Outside of his advisory role, he operates an online business selling antiques and collectibles. 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 provides both brokerage and advisory solutions.
Timothy D
Series 66
Johnstown, PA
Wells Fargo Clearing
Timothy Dabbs is a financial advisor with Wells Fargo Clearing in Johnstown, PA, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2013 and serves as a Lieutenant Colonel and Air Staff Action Officer in the Air Force Reserve. Outside finance, he owns a music performance and production company. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Courtney C
CFP®, Series 63, Series 65
Johnstown, PA
Wells Fargo Clearing
Courtney Custer is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute along with third-party data.
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