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 credential and having 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo bank dating back to 2000. Outside of his advisory role, Sargent operates a cattle raising business as a sole proprietor. 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 across more than 14,000 advisors and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

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 with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 licenses and having 10 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

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 at Wells Fargo Clearing in Sioux Falls, SD, with Series 63 and Series 65 credentials and four years of industry experience. He has been with Wells Fargo firms since 2016, including his current role starting in 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Devos is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Devos is based in Sioux Falls, SD, and has an ownership interest in a company involved in estate planning purposes. 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 combination of brokerage and advisory solutions supported by research and analytics.

Troy Niehaus is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously spending ten years at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jeffrey Cook 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 been with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank since 1996. 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 a range of brokerage and advisory solutions.

Heath Rylance is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2006 to 2011. 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.

Marjorie Beeck is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 licenses and 34 years of industry experience. Her prior work includes roles at RBC Capital Markets and A.G. Edwards & Sons, Inc. 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.

Michelle Klemm is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo in various capacities since 2010. 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 the Wells Fargo Investment Institute’s research.

Joseph Farrell is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has a 50% ownership interest in KF Holdings, a land purchase venture. 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 employs research-driven investment strategies and offers a wide range of brokerage and advisory solutions.

Jose Martinez is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 13 years of industry experience. He previously worked at Chris Schenkel and Northwestern Mutual Investment Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, serving a broad range of client types including pension and charitable organizations.

Steven Dahme 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 has worked at Wells Fargo Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics aligned with diversification principles and modern portfolio theory.