Minneapolis, MN 4th Street 12th Office

Team
Updated today

Client AUM

$617,589,353,444

Clients

1,298,616

Advisors

42

Of 14,131 advisors across 1,488 offices

Location

600 4th Street 12th Fl

Minneapolis MN 55415

Advisors at this office

42

Advisors at this office

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Jeffrey K

Series 66

Minneapolis, MN

Wells Fargo Clearing

Jeffrey Kuhlman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 29 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. Outside of his advisory role, he works as a freight operator for Mills Fleet Farm in Hudson, Wisconsin. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Retired Founder/Business Owner
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Nickolas V

Series 66

Minneapolis, MN

Wells Fargo Clearing

Nickolas Varani is a financial advisor at Wells Fargo Clearing with six years of industry experience and a Series 66 designation. His prior roles include positions at JPMorgan Chase Bank, Fisher Investments, Fidelity Investments, Ameriprise Financial Services, Bank of America, Merrill, and UnitedHealth Care. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Kory S

Series 63, Series 65

Minneapolis, MN

Wells Fargo Clearing

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Edina, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Paul P

Series 65, Series 63

Minneapolis, MN

Wells Fargo Clearing

Paul Poydras is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Wells Fargo entities since 2012. Outside of his advisory role, he owns and operates a trucking business and also works as a security guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Retired Founder/Business Owner
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Kelly B

Series 66

Minneapolis, MN

Wells Fargo Clearing

Kelly Buda is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo in 2019, Buda worked at Allianz Life Insurance Co of North America and Questar Capital Corporation from 2011 to 2019. Outside of his advisory role, he holds power of attorney for both his spouse and sister in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Craig S

Series 66

Minneapolis, MN

Wells Fargo Clearing

Craig Saeger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of finance, he operates several outdoor-related businesses, including Walleye Daddy Fishing Guide Service, Limit Creek Rod Company, and Full Throttle Outdoors. 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 a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Robin S

Series 63, Series 65

Minneapolis, MN

Wells Fargo Clearing

Robin Schneekloth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Une E

Series 63, Series 65

Minneapolis, MN

Wells Fargo Clearing

Une Enyenihi is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors 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 and analytics.

Retired Founder/Business Owner
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Lawrence D

Series 63

Minneapolis, MN

Wells Fargo Clearing

Lawrence Douglas is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA and Wells Fargo Advisors, LLC dating back to 2012. Outside his advisory role, he serves as power of attorney for a relative, assisting with elder care matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Anshu D

Series 66

Minneapolis, MN

Wells Fargo Clearing

Anshu Dutt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked primarily within Wells Fargo and affiliated firms since 1994, including roles at Wells Fargo Advisors and LPL Financial. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Julie P

Series 63, Series 65

Minneapolis, MN

Wells Fargo Clearing

Julie Patin is a financial advisor with Wells Fargo Clearing in Rogers, MN, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Nick D

Series 66

Minneapolis, MN

Wells Fargo Clearing

Nick Durst is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior experience at Wells Fargo Bank, Edward Jones, and Financial Recovery Services. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Joel C

Series 63

Minneapolis, MN

Wells Fargo Clearing

Joel Carey is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. He has also been affiliated with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm providing 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Daniel T

Series 63, Series 65

Minneapolis, MN

Wells Fargo Clearing

Daniel Tenney is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and was previously with Scottrade from 2015 to 2017. 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 employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Courtney S

Series 66

Minneapolis, MN

Wells Fargo Clearing

Courtney Saul is a financial advisor with Wells Fargo Clearing in Minneapolis, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Saul worked at Thrivent Financial and Wings Credit Union, among other roles. 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 broad range of investment options including insurance-related products and bank deposit sweep programs.

Retired Founder/Business Owner
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