Marquette, MI Office

Team
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Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Firm-wide stats for Wells Fargo Clearing

Total advisors

14,104

Across 1,514 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

2840 Venture Dr

Marquette MI 49855

Advisors at this office

4

Advisors at this office

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Amber B

Series 66

Marquette, MI

Wells Fargo Clearing

Amber Bell is a financial advisor with Wells Fargo Clearing in Marquette, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing and its affiliates since 2006. Outside of her advisory role, she operates a screen printing business in Marquette. 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 over 14,000 advisors.

Retired Founder/Business Owner
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Jeffrey B

CFP®, Series 66

Marquette, MI

Wells Fargo Clearing

Jeffrey Blewett is a CFP®-designated financial advisor with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He is based in Marquette, MI. 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Timothy R

Series 66

Marquette, MI

Wells Fargo Clearing

Timothy Ryan is a financial advisor with Wells Fargo Clearing in Marquette, MI, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Ryan also maintains a long-term association with MFC First National Bank, where he has been involved since 1985. Outside of his advisory work, he has a 34% ownership interest in a storage unit business in Marquette. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar

Ryan S

Series 66

Marquette, MI

Wells Fargo Clearing

Ryan Syrjala is a financial advisor with Wells Fargo Clearing in Marquette, Michigan, holding a Series 66 designation and six years of industry experience. He has previously worked at AIG/Valic Retirement Services and Hantz Financial Services, among other roles. 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 roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.

Retired Founder/Business Owner
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