Minnetonka, MN Plymouth Rd Office

Jessica Louisiana is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2018, having previously worked at Wells Fargo Bank NA since 2007. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Breyer is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has six years of industry experience, including roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of investment vehicles including insurance-related products.

Thomas Robertson is a financial advisor with Wells Fargo Clearing in Minnetonka, MN, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked at Infinex Investments, Alerus Financial, U.S. Bancorp Investments, and U.S. Bank. Outside of advising, he is involved with Rum River Hills Golf Course in Ramsey, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by in-house and third-party research.

Daniel Kakach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 15 years of industry experience. His career includes roles at Ameriprise, Prudential Insurance Company of America, and self-employment prior to joining Wells Fargo in 2022. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.