Investor directory

Wells Fargo Advisors

Established in 1879, Wells Fargo Advisors is a premier financial services firm serving investors nationwide through over 15,000 Financial Advisors. They specialize in investment planning and advice to help clients achieve their life needs and financial goals.

Top Stages

Acquisition
https://www.wellsfargoadvisors.com/
https://crunchbase.com/organization/wells-fargo-advisors
https://linkedin.com/company/1409
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=666651
https://www.privateequityinternational.com/database/#/profile?id=2220

Kathy Barney

CFO and Executive Vice President

Darrell Cronk

Chief Investment Officer, Wealth and Investment Management and Wells Fargo & Company

Ron Dock

Senior Vice President and CTO Information Services - Brokerage Technology

Andrew Folsom

Investment Analyst and Vice President

1 past transactions

EVEREN Securities

Acquisition in 2015
EVEREN Securities is a national full-service brokerage firm. It serves individual, corporate, municipal, and institutional clients through an integrated network of investment consultants. EVEREN Securities was founded in 2010 by Larry Koehler.
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