Steamboat Springs, CO Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

14,116

Across 1,471 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 Advisors

Occupation focus

Retired Founder/Business Owner

Based on WELLS FARGO Advisors

Location

320 S Lincoln Ave 1st Fl

Steamboat Springs CO 80487

Advisors at this office

5

Advisors at this office

user avatar

Selina H

Series 66

Steamboat Springs, CO

Wells Fargo Clearing

Selina Heintz is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has six years of industry experience. Prior to joining Wells Fargo Clearing in 2020, she worked for The Home Ranch for 14 years. She serves on the Board of Trustees for Steamboat Mountain School, where she participates in meetings and reviews financial statements and school policies. 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 with more than 14,000 advisors and utilizes research and analytics to support investment decisions.

Retired Founder/Business Owner
user avatar

Laura C

Series 66

Steamboat Springs, CO

Wells Fargo Clearing

Laura Cusenbary is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. In addition to her advisory role, she owns Outside Edge Marketing Group, a marketing consulting business based in Steamboat Springs, Colorado. 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 offers both brokerage and advisory solutions, managing roughly $671 billion in assets with more than 14,000 financial advisors nationwide.

Retired Founder/Business Owner
user avatar

Dylan E

Series 63, Series 65

Steamboat Springs, CO

Wells Fargo Clearing

Dylan Erhart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, he serves as treasurer for the Steamboat Springs Youth Baseball Association and assists with finance activities for an interior design and real estate business owned by his spouse. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Retired Founder/Business Owner
user avatar

Andrea G

Series 66

Steamboat Springs, CO

Wells Fargo Clearing

Andrea Gittleson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2023, she worked at Edward Jones for five years. Outside of her advisory role, she co-owns Sunset Valley Meats LLC, a cattle-raising and beef-selling business. 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.

Retired Founder/Business Owner
user avatar

Daniel S

CFP®, Series 63, Series 65

Steamboat Springs, CO

Wells Fargo Clearing

Daniel Sturges is a CFP® with 26 years of experience in the financial industry, currently affiliated with Wells Fargo Clearing since 2016. His career includes previous roles at Wells Fargo Advisors and Ameriprise, spanning over a decade. 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.

Retired Founder/Business Owner
View complete list of advisors at this office
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