Wayzata, MN E Wayzata Blvd, 2nd Office

Team
Updated today

Client AUM

$617,589,353,444

Clients

1,298,616

Advisors

52

Of 14,131 advisors across 1,488 offices

Location

950 E Wayzata Blvd, 2nd Fl, [Support Center]

Wayzata MN 55391

Advisors at this office

52

Advisors at this office

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Brett K

Series 66

Wayzata, MN

Wells Fargo Clearing

Brett Klang is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Klang also has an ongoing association with Rich Leyh dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Andrew L

Series 66

Wayzata, MN

Wells Fargo Clearing

Andrew Lundeen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Wayzata, MN. 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 approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Barbara G

Series 63, Series 65

Wayzata, MN

Wells Fargo Clearing

Barbara Gapinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent two years with UBS Financial Services. 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.

Retired Founder/Business Owner
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Lyndsay J

Series 66

Wayzata, MN

Wells Fargo Clearing

Lyndsay Jankowiak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank. 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 approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Todd W

CFP®, Series 63, Series 65

Wayzata, MN

Wells Fargo Clearing

Todd Willihnganz is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Hans H

Series 66

Wayzata, MN

Wells Fargo Clearing

Hans Hummel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as power of attorney for his father. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Jeffrey L

Series 63, Series 65

Wayzata, MN

Wells Fargo Clearing

Jeffrey Lund is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of his advisory role, his spouse owns a hair studio business in Waite Park, MN. 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, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Craig J

Series 63, Series 65

Wayzata, MN

Wells Fargo Clearing

Craig Johnson is a financial advisor with Wells Fargo Clearing in Delano, MN, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 financial product offerings including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Richard F

Series 63, Series 65

Wayzata, MN

Wells Fargo Clearing

Richard Faatz is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Cetera, and MidCountry Bank. He serves on the finance committee of the Church of the Open Door, assisting with fundraising efforts. 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 grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Darin D

Series 63, Series 66

Wayzata, MN

Wells Fargo Clearing

Darin Dunham is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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. The firm combines large-scale operations with a research-driven approach, offering both brokerage and advisory solutions to a broad client base.

Retired Founder/Business Owner
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Chris D

Series 66

Wayzata, MN

Wells Fargo Clearing

Chris Daniel is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and six years of industry experience. He has worked 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, and retirement plan consulting. 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.

Retired Founder/Business Owner
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Wade S

Series 63, Series 66

Wayzata, MN

Wells Fargo Clearing

Wade Schuknecht is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. He is also the owner of Maple Grove Wealth Advisors LLC, a separate financial planning practice based in Maple Grove, MN. Wells Fargo Clearing provides retirement plan consulting services 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Briana S

Series 63, Series 65

Wayzata, MN

Wells Fargo Clearing

Briana Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Outside of her advisory role, she is a wellness advocate for doTERRA Essential Oils and serves as a volleyball camp coach in Watertown, WI. 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 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.

Retired Founder/Business Owner
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Benjamin C

Series 66

Wayzata, MN

Wells Fargo Clearing

Benjamin Collins is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and previously was involved with Man Cave Foods LLC for three years. He also serves as a co-trustee for a family trust in Minneapolis. 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 combines research and analytics with investment principles such as diversification and modern portfolio theory, while offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Paul J

Series 66

Wayzata, MN

Wells Fargo Clearing

Paul Johnson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Wayzata, MN, and has 11 years of industry experience. He 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 solutions. 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.

Retired Founder/Business Owner
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