Wausau, WI Office

Jeremy Oney is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Wausau, WI. He has two years of industry experience and has worked previously at Acuity Insurance, Wisconsin Bank & Trust, and Berkshire Hathaway Travel Protection. Outside of his advisory role, he is a member and partner of J & B Vending LLC, a vending machine business. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Crossley is a financial advisor with Wells Fargo Clearing in Wausau, WI, holding Series 63 and Series 66 credentials and has 21 years of industry experience. He worked at Associated Investment Services, Inc. for 16 years prior to joining Wells Fargo Clearing in 2021. 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.

David Nolan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in several rental properties and a small stake in a meat processing business. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Karen Roth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2001, with a brief tenure at Associated Investment Services, Inc., and Wells Fargo Advisors LLC. She also serves as power of attorney for her mother. 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 provides both brokerage and advisory solutions, using research and analytics to guide investment decisions.