B R O K E R - D E A L E R S & R I A s | N A P A F I R M P A R T N E R S | N A P A B L A C K B O O K 2019
WELLS FARGO ADVISORS
WIPFLI FINANCIAL ADVISORS, LLC
S T . L O U I S , M O | w e ll s f a rg o a d vi sor s.c om
M I L W A U K E E , W I | wi pflifinancial.com
KEY CONTACTS
Kelley Hartman | 314.875.2928 | kelley.hartman wfadvisors.com Laura Kirkover | 980.345.8386 | laura.kirkover wfadvisors.com
FIRM PROFILE
Wells Fargo Advisors provides investment advice and guidance to clients across the U.S. Our structure and scale combines capabilities and best practices available through large national firms with client focus typical of smaller firms. We are dedicated to Financial Advisors and their client relationships and provide a platform that allows choice and flexibility. Wells Fargo Advisors is not a legal or tax advisor. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. CAR 101 -00
NAPA-NET.ORG
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PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE
» Retirement Sales Desk Representative » Other Tools
» Benchmarking Tools
» Participant Advice/Participant Services
» Allows Fiduciary Declaration ( 1)/ ( ) » 40 (b) ( ) In-House or Outsourced » Plan Sponsor Fiduciary Training » Stable alue Analysis » Minimum Fee Schedules
KEY CONTACTS
Erika Young | 608.661.2686 | eyoung wipflifinancial.com TJ Larson | 608.270.2977 | tlarson wipflifinancial.com Blake Faust | 952.548.3410 | bfaust wipflifinancial.com
FIRM PROFILE
At Wipfli Financial Advisors, we see things differently. Whether helping clients navigate their financial future, prepare for life after their business or planning for retirement, we examine our clients entire financial picture and possess the broad experience necessary to provide custom solutions to the complexities they face. As fiduciaries, and in working with our affiliate, Wipfli LLP, we re committed to supporting businesses and plan participants in developing retirement and employee benefit plans that are competitive, compliant and cost-efficient. Instead of a one-size-fits-all strategy, we re e uipped to integrate financial, tax and investment needs into a cohesive plan designed for long-term success.
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE
» Benchmarking Tools
» Participant Advice/Participant Services
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models » Plan Sponsor Fiduciary Training
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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