Wells Fargo Advisors

Financial Advisor in Kenai Peninsula, AK

Firm Info
Address: 44552 Sterling Hwy, Soldotna, AK 99669, USA
Website:
Phone: (907) 262-4435

Firm Size
Assets Under Management: $103 billion
# of Advisors: 894
# of Clients: 222,705
Client to Advisor Ratio: 249:1
Average Account Size: $462,495
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Wells Fargo Advisors Financial Network, LLC Overview

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC is a fee-based registered investment advisory firm headquartered in St. Louis, MO, that has been in business since 2000. Being a broker-dealer and seller of additional financial products, they offer investment advice to individuals and small businesses. Their services include financial planning, portfolio management for both individuals and small businesses, and even pension consulting services. This firm also provides portfolio management services to businesses or institutional clients. They pride themselves on being a one-stop-shop by offering selection services for other advisors. In addition to these services, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC delivers investment consulting services to institutional clients. WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC aims to help their clients achieve their financial goals with their highly specialized team of financial experts. Clients can rest assured that they are in great hands as the firm provides investment advice that is personalized to their clients' specific needs and objectives.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC caters to a diverse range of clients, including individuals and high net worth individuals seeking comprehensive financial planning services, banking institutions looking for investment management strategies, pension or profit sharing plans, and charitable organizations. In addition, they also serve state or municipal government entities, insurance companies, and various other types of corporations. Their extensive list of clients is a testament to the professionalism and expertise of the firm's advisors, who are well-equipped to handle a wide range of financial planning needs. WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC offers a variety of fee structures to its clients, depending on the services provided. Clients can opt for a percentage of AUM (Assets Under Management) fee structure, which is calculated as a percentage of the total assets managed by the firm. Alternatively, clients can choose an hourly fee structure, which is based on the amount of time spent by the advisor on specific tasks or projects. Additionally, fixed fees and commissions are also available. The firm's flexibility in its fee structures allows clients to choose the most suitable option for their specific financial planning needs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Wells Fargo Advisors Financial Network, LLC notes that the minimum initial account value for their programs is listed below, but they also have the right to terminate accounts if they fall below minimum account value guidelines established by the firm. However, at their discretion, they may choose to waive the minimum account size. The brochure does not mention a specific investment minimum.

How This Office Can Help Kenai Peninsula, AK Residents

Wells Fargo Advisors provides comprehensive financial advisory services to clients located in Kenai Peninsula, AK. The firm has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. The firm offers a wide range of financial services, including wealth management, retirement planning, estate planning, and investment advice. Residents of Kenai Peninsula, AK may face a variety of unique financial challenges, such as the high cost of living in the state, volatile stock market conditions, and uncertainty surrounding the local economy. Wells Fargo Advisors works closely with clients to develop personalized financial plans that take into account their unique financial situations and goals. Through ongoing support and education, the firm helps clients navigate the challenges of the financial landscape in Kenai Peninsula, AK, and provides them with the tools and resources they need to make informed investment decisions and achieve financial stability.

To view the Minimum Investment and Fee Schedule for Wells Fargo Advisors Financial Network, LLC, visit their Part 2 Brochure.

Services Offered by Wells Fargo Advisors Financial Network, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wells Fargo Advisors Financial Network, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 44552 Sterling Hwy, Soldotna, AK 99669, USA
Phone (907) 262-4435
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-09G, ST. LOUIS, MO 63103, United States

This firm has no other locations.

State Registrations

Wells Fargo Advisors Financial Network, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Wells Fargo Advisors Financial Network, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs