Wells Fargo Advisors

Wells Fargo Advisors is a prominent financial services firm headquartered in Saint Louis, Missouri, and operates as a subsidiary of Wells Fargo. Established in 1986, the firm offers a range of services including investment planning, asset management, institutional brokerage, and estate planning. With a network of over 15,000 Financial Advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals through personalized advice and support. As a Registered Investment Adviser, the firm is committed to providing clients with the resources and expertise needed to succeed financially in various aspects of their lives.

Kathy Barney

Senior Vice President and CFO

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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