Salt Lake City, UT S Main St 7th Office

Kirsten Erickson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and has prior experience with RHI General Group, BP Alarm, and the University of Utah. 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 advice. The firm’s 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.

Joshua Nordfelt is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

David England is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Outside of his advisory role, he serves as power of attorney for his spouse. 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 includes a range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

Melissa Sugden is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at various Wells Fargo entities as well as the Jordan School District. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Bronson Jorgensen is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT. He holds the Series 63 and Series 65 licenses and has been with Wells Fargo Bank and related entities since 2019. Prior to joining Wells Fargo Clearing in 2026, he held positions at EngageX, Utah Valley University, and other organizations. Wells Fargo Advisors is a national securities firm offering 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Deron Stailey is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with two years of industry experience. He has been with Wells Fargo Clearing since 2003. 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 through a network of over 14,000 financial advisors and employs research-driven investment strategies based on diversification principles and modern portfolio theory.

Dean Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Wells Fargo Bank NA since 2010 and has been with Wells Fargo Clearing since 2016, following a four-year tenure at 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 advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Spencer Crocco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Wells Fargo Bank, Kohls, and Zions Bancorporation. 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 through a large network of over 14,000 financial advisors.

Joseph Reynolds is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing and its related entity 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 integrates research and analytics to support its investment approach, offering a range of services including non-discretionary consulting and discretionary retirement plan management.

Dallen Atwood is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank, N.A. dating back to 2012. 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 operates at a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering a range of brokerage and advisory solutions.

Simon Logan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he works as a grocery assistant at Lee's Market Place in Heber City, UT. 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.

Cosette Cole is a Series 66-licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, and has 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2007 to 2016. Outside of advising, she is the registered agent for Rocky Mountain Burger Bus LLC in Ogden, UT. 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 backed by research from Wells Fargo Investment Institute and third-party analytics.

Alan Hawkins is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Andrew is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a part-time firefighter and EMT for South Davis Metro Fire. 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 modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Andreas Laplant is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and five years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2021, following roles at Us Tech Solutions and Times Ticking. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions with an investment approach grounded in diversification and modern portfolio theory.