Sioux Falls, SD S Old Village Pl Office

Brandon Sargent is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo since 2000 across various roles, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, Sargent is involved in agricultural activities, including raising and selling cattle. 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 from the Wells Fargo Investment Institute and third-party sources.

Brian Witte is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo Bank. Outside of finance, he serves as a paralegal with the South Dakota National Guard. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Rachel Calsbeek is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following eight years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Amy Clouser is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously held positions at Great Western Bank and Raymond James Financial Services. She is based in Sioux Falls, SD. 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 from Wells Fargo Investment Institute and third-party sources.

Abigail Beranek is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Service, LLC since 2018. Prior to her financial services career, she held roles at Sanford Health, DocuTAP, White House Black Market, and Augustana University. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ivan Munoz Tabares is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and three years of industry experience. He has been with Wells Fargo Bank since 2016 and Wells Fargo Clearing since 2022. 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.

Scott Devos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns Golden Nest, LLC, which focuses on estate planning. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Troy Niehaus is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Cook is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Sioux Falls, SD, and has 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank. 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 approach 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.

Heath Rylance is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marjorie Beeck is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing. 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. The firm offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support diversified investment strategies.

Michelle Klemm is a financial advisor with Wells Fargo Clearing in Milbank, SD, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach 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.

Joseph Farrell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. His career includes multiple tenures at Wells Fargo entities and a period at RBC Capital Markets. Outside of his advisory role, he has a 50% ownership interest in KF Holdings, a land purchase venture based in Sioux Falls, SD. 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 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.

Jose Martinez is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Chris Schenkel, Northwestern Mutual Investment Management, and Robert Lowrey. He is based in Sioux Falls, SD. 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 offers both brokerage and advisory solutions.

Steven Dahme is a financial advisor with Wells Fargo Clearing in Rapid City, SD, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2014 to 2016. Dahme has been affiliated with Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.