Reno, NV Plumas St 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

6005 Plumas St Ste 200

Reno NV 89519

Advisors at this office

37

Advisors at this office

user avatar

Marc S

Series 63, Series 65

Reno, NV

Wells Fargo Clearing

Marc Spiegel is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Equity Group, LLC from 1997 to 2003. He serves as co-trustee for his father’s investment-related trust in Henderson, NV. 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 combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a broad range of financial products.

Retired Founder/Business Owner
user avatar

Steve R

CFP®, Series 63, Series 66

Reno, NV

Wells Fargo Clearing

Steve Russell is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. Russell serves as treasurer for Foundation 36, Inc. and the Thunderbird Lodge Preservation Society, organizations focused on preserving Nevada and Western history. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar

Sharon D

Series 63, Series 65

Reno, NV

Wells Fargo Clearing

Sharon Derrah Beesley is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Investments, LLC, from 2006 to 2008 before joining Wells Fargo Clearing in 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

James D

Series 63, Series 65

Reno, NV

Wells Fargo Clearing

James Dill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC. Dill serves as a commissioner on the County of Nevada Fish and Wildlife Commission, where he helps allocate funds collected from poaching and illegal wildlife activities. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar

Brenda L

Series 63

Reno, NV

Wells Fargo Clearing

Brenda Lucius is a Series 63 licensed financial advisor with Wells Fargo Clearing in Reno, NV, and has 21 years of industry experience. She has been with 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Retired Founder/Business Owner
user avatar

Christopher F

CFP®, Series 66

Reno, NV

Wells Fargo Clearing

Christopher Foy is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is based in Reno, NV. Outside of his advisory role, he serves as power of attorney for his father. 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 combines research from internal and third-party sources to guide its investment approach.

Retired Founder/Business Owner
user avatar

Jennifer M

Series 66

Reno, NV

Wells Fargo Clearing

Jennifer Morton is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Abowd & Rose Financial Group (Mass Mutual) and MML Investors Services. Outside of her advisory role, she manages financial affairs as power of attorney for her mother. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar

Kristiana S

Series 66

Reno, NV

Wells Fargo Clearing

Kristiana Snippen is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2007. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Eric B

CFP®, Series 66

Reno, NV

Wells Fargo Clearing

Eric Bickenbach is a financial advisor with Wells Fargo Clearing in Reno, NV. He holds the CFP® designation and Series 66 license and has 19 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2004 and with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the audit committee of the Parasol Community Foundation. 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 roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar

Ben B

Series 66

Reno, NV

Wells Fargo Clearing

Ben Beeman is a Series 66 credentialed advisor with Wells Fargo Clearing, based in Reno, NV. He has been in the financial industry since 2023, following prior educational roles at Sonoma State University and Del Oro High School. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Rachel Y

Series 66

Reno, NV

Wells Fargo Clearing

Rachel Yelley is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and United Construction Company. Outside of her advisory role, she serves as treasurer for the Arrowcreek 9ers Golf Team and the WIN Nevada Speaker Series, where she manages budgets and provides financial updates. 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.

Retired Founder/Business Owner
user avatar

Amor B

Series 63, Series 66

Reno, NV

Wells Fargo Clearing

Amor Baca Chiriboga is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, NA since 1999. 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.

Retired Founder/Business Owner
user avatar

Jeffrey D

Series 63

Reno, NV

Wells Fargo Clearing

Jeffrey Dikeman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 and analytics.

Retired Founder/Business Owner
user avatar

Timothy D

Series 66

Reno, NV

Wells Fargo Clearing

Timothy Damon is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Westwind Investors Management Co and Northwestern Mutual. Outside of finance, he works as a server at Belleville Wine Bar in Reno. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Retired Founder/Business Owner
user avatar

Ramon G

Series 63, Series 65

Reno, NV

Wells Fargo Clearing

Ramon Gonzalez is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2016. Outside of advisory work, Gonzalez is treasurer of the Education Fund of Northern Nevada and co-author of a book titled *Finding the Real You*. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers a range of brokerage and advisory solutions supported by research and analytics from its investment institute and third-party sources.

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”)