Wells Fargo Advisors

Wealth Management Firm in Lakeland, FL

Firm Info
Address: 500 Florida Ave S Suite 640, Lakeland, FL 33801, USA
Phone: (863) 802-2400

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 registered investment advisory firm headquartered in St. Louis, MO. The company has been in business since 2000 and offers a comprehensive range of financial services to individuals, small businesses, and institutional clients. As a broker-dealer and seller of additional financial products, the firm provides investment advice to its clients and helps them select other advisors as well. The financial planning services offered by Wells Fargo Advisors Financial Network include retirement income analysis, estate planning, education planning, and tax planning. The portfolio management services are designed to help clients achieve their investment goals and may include equities, bonds, options, mutual funds, ETFs, and other financial instruments. The firm also offers pension consulting services to help businesses and institutions optimize their retirement plans and investments. Wells Fargo Advisors Financial Network provides investment consulting services to institutional clients, helping them evaluate their investment strategies and make informed decisions about their portfolios. The company’s experienced team of advisors works closely with each client to develop customized investment strategies that align with their unique needs and objectives. Whether it’s selecting other advisors, managing portfolios, or providing financial planning services, Wells Fargo Advisors Financial Network is dedicated to helping its clients achieve their financial goals.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC serves a diverse group of clients, from individual investors to high net worth individuals and banking institutions. Additionally, they work with pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. The firm is equipped to provide a tailored approach to wealth management and financial advice for any type of client that walks through their doors. The fee structures available at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC vary depending on the service provided. Clients can choose from several different fee arrangements, including a percentage of assets under management (AUM), hourly billing, fixed fees, or commissions. Each structure has its own set of advantages and disadvantages depending on the client's needs and financial goals. Advisors at the firm work closely with clients to determine the best fee structure for them and provide transparency and clarity around all fees and charges.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Wells Fargo Advisors Financial Network, LLC states that they do have minimum initial account values for their programs, but they do not specify what those values are. However, they do state that they have the right to terminate client accounts if they fall below the minimum account value guidelines established by the firm. The firm also has the discretion to waive the minimum account size if they choose to do so. Therefore, while Wells Fargo Advisors Financial Network, LLC does have investment minimums, they do not disclose what those minimums are in their Part 2 Brochure.

How This Office Can Help Lakeland, FL Residents

Wells Fargo Advisors offers a wide range of financial services to assist clients in Lakeland, FL. Their team of experienced financial professionals is dedicated to providing customized investment solutions to address the unique financial challenges clients may face. Whether someone is planning for their retirement, saving for their child’s education, or managing their wealth, Wells Fargo Advisors can offer guidance and support. Lakeland, FL residents may be facing a variety of financial situations, including managing debt, saving for retirement, or navigating complex tax laws. Wells Fargo Advisors can assist with these challenges by providing personalized financial planning and investment strategies tailored to each client’s individual goals and risk tolerance. They can also offer expertise in estate planning, insurance, and other financial areas to help clients achieve financial security and success. With Wells Fargo Advisors by their side, Lakeland residents can feel confident in their financial futures.

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 500 Florida Ave S Suite 640, Lakeland, FL 33801, USA
Phone (863) 802-2400
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.