Wells Fargo Advisors

Insurance Broker in Lebanon, PA

Firm Info
Address: 919 Russell Dr, Lebanon, PA 17042, USA
Phone: (717) 273-8818

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

Get Connected with a Financial Advisor

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Wells Fargo Advisors Financial Network, LLC Overview

Wells Fargo Advisors Financial Network, LLC is a fee based, broker-dealer registered investment advisory firm that has been in business since 2000. The firm is headquartered in St. Louis, MO. Wells Fargo Advisors Financial Network offers a wide range of services to individuals, small businesses, and institutional clients. Their services include financial planning, portfolio management, pension consulting, selection of other advisors and other investment consulting services to institutional clients. Wells Fargo Advisors Financial Network prides itself on being a seller of additional financial products, providing valuable investment advice, and offering portfolio management services for businesses and institutional clients. The firm uses a fee based approach to their services, ensuring they provide unbiased cost-effective solutions for their clients. Wells Fargo Advisors Financial Network is a respected advisory firm, known for its experience and expertise in the financial market. With their portfolio management services, they are equipped to offer tailored solutions based on the unique needs of their clients, including individuals, small businesses, and institutional clients. Furthermore, the firm offers pension consulting services, ensuring that their clients make informed decisions regarding their retirement. With their investment consulting services for institutional clients, they are well-positioned to provide valuable insights and solutions that drive growth and increase profitability. Overall, Wells Fargo Advisors Financial Network is a reputable firm that offers top-notch investment advisory services to clients nationally.

Wells Fargo Advisors Financial Network, LLC offers a wide range of financial services to different types of clients. Their multi-faceted client base includes individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other types of corporations not listed. Each client is unique, and the company is dedicated to providing tailored solutions to all their financial needs. The fee structure for these services depends on the type of service provided. Wells Fargo Advisors Financial Network, LLC has a variety of fee structures available to accommodate their clients. These structures include a percentage of the Assets Under Management (AUM), an hourly rate, fixed fees, and commissions. An AUM fee structure is a percentage of the total assets that the client has invested with the company, an hourly fee would be charged for specific financial consultation, a fixed fee would be a one-time payment for services rendered, and a commission-based schedule would involve a percentage of the profits made from a specific investment. The variety of fee structures available gives clients the flexibility to choose the plan that best suits their needs and financial goals.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Wells Fargo Advisors Financial Network, LLC notes that they have a minimum initial Account value for their Programs, which they have the right to terminate if the Account falls below the minimum Account value guidelines established by them. However, they also have the discretion to waive the minimum Account size. The brochure, however, does not mention what the actual investment minimum is for the firm.

How This Office Can Help Lebanon, PA Residents

Wells Fargo Advisors offers a wide range of financial planning and investment services to individuals living in Lebanon, PA. With a deep understanding of the local economy and the challenges that residents face, Wells Fargo Advisors provides personalized financial strategies to help clients achieve their goals. For example, residents of Lebanon, PA might be facing complex estate planning issues or struggling with debt. Wells Fargo Advisors can provide guidance on how to optimize investment portfolios to generate income, as well as help clients to create comprehensive financial plans that address their unique situations. In addition to helping clients navigate complex financial issues, Wells Fargo Advisors also offers access to a wide range of investment products and services. From stocks and bonds to real estate investments and private equity, Wells Fargo Advisors has the expertise and resources needed to help clients build and manage their portfolios. Whether someone is just starting out on their financial journey or looking to grow and manage their wealth over the long term, Wells Fargo Advisors stands ready to help with sound financial advice and investment guidance.

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 919 Russell Dr, Lebanon, PA 17042, USA
Phone (717) 273-8818
Directions
Google My Business Reviews:
5 Stars

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.