St. Louis, MO Office

Team
Updated today

Client AUM

$34,800,256,343

Clients

11,181

Advisors

3

Of 50 advisors across 14 offices

Location

1 North Jefferson Avenue

St. Louis MO 63103

Advisors at this office

3

Advisors at this office

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Joseph B

Series 63, Series 66

Saint Louis, MO

Wells Fargo Investment Institute, Inc.

Joseph Buffa is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors Financial Network LLC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers specialized research and model guidance without exercising investment discretion or holding custody of client assets.

Passive / index investing Active portfolio management
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Daniel M

Series 63, Series 65

Saint Louis, MO

Wells Fargo Investment Institute, Inc.

Daniel Meehan is a financial advisor at Wells Fargo Investment Institute, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and emphasizes impersonal research and model guidance rather than direct investment discretion.

Passive / index investing Active portfolio management
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Arsene B

Series 63, Series 66

St. Louis, MO

Wells Fargo Investment Institute, Inc.

Arsene Ble is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services, Charles Schwab, and TD Ameritrade, among other firms. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm’s work spans specialized divisions focused on manager research, securities research, asset allocation, and portfolio management, offering research and model guidance without exercising investment discretion or holding custody of client assets.

Passive / index investing Active portfolio management
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