Las Vegas, NV Rozita Lee Ave Office

Team
Updated today
Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Firm-wide stats for Wells Fargo Clearing

Total advisors

14,124

Across 1,522 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

8474 Rozita Lee Ave Ste 400

Las Vegas NV 89113

Advisors at this office

75

Advisors at this office

user avatar

Kimberly H

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Kimberly Hunter is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She previously worked at Wells Fargo Investments, LLC for 10 years before joining Wells Fargo Clearing in 2016. Hunter serves on the finance committee of the Child Parent Institute in Santa Rosa, CA. 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 a range of brokerage and advisory solutions supported by research and analytics focused on diversification and modern portfolio theory.

Retired Founder/Business Owner
user avatar

Rafael V

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Rafael Velazquez Borragan is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Michael D

CFP®, Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Michael Derhake is a Certified Financial Planner® with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2005 to 2011. He also serves as a trustee for a family-related investment entity in Las Vegas. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, leveraging research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Trevor V

Series 66

Las Vegas, NV

Wells Fargo Clearing

Trevor Vollstedt is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Wells Fargo Investments, Banc of America Investment Services, and Ameriprise. Outside of advising, he owns and operates a business listing cars for private sellers in Las Vegas. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Retired Founder/Business Owner
user avatar

Joseph S

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Joseph Scarff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 designations and six years of industry experience. His work history includes multiple roles at Wells Fargo Clearing, Wells Fargo Bank, Integral Associates, LLC, and Ameriprise Financial. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
user avatar

Jacqueline B

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Jacqueline Baquera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with Wells Fargo entities since 2010, including her current role at 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 over 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar

Melissa D

Series 66

Las Vegas, NV

Wells Fargo Clearing

Melissa Durante is a financial advisor at Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation with 17 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2007 and joined Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Michael H

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Michael Hood is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar

Michael W

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Michael Webb is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 credentials and 36 years of industry experience. His career includes prior roles at Wells Fargo Investments, LLC and Citigroup Global Markets. 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 from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Mikael L

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Mikael Lara is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following previous roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is involved in a small merchandise business, Idols Trail Team, based in Las Vegas. 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 a combination of brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Debra H

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Debra Huff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at UBS Financial Services Inc. from 2011 to 2017. Outside of her advisory role, she serves as a trustee for her father's trust and executor for her mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar

Matthew B

CFP®, Series 66

Las Vegas, NV

Wells Fargo Clearing

Matthew Bees is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Investments, Banc of America Investment Services, and Merrill. 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 significant assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar

Sheri A

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Sheri Amirsoleimani is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Ameriprise, Wedbush Securities Inc., and Morgan Stanley. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment strategies.

Retired Founder/Business Owner
user avatar

David J

Series 66

Las Vegas, NV

Wells Fargo Clearing

David Jancuk is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley in various capacities between 2002 and 2011. 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, leveraging research and analytics to support client investment decisions.

Retired Founder/Business Owner
user avatar

Jeffrey K

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Jeffrey Klein is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a position at Prudential Equity Group, LLC. Klein serves as a personal representative for family members in matters related to investments. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)