Wells Fargo Advisors

Retirement Planning Firm in Geneseo, IL

Firm Info
Address: 121 W 1st St, Geneseo, IL 61254, USA
Phone: (309) 944-5361

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 registered broker-dealer and seller of additional financial products, providing investment advice. The firm has been in business since 2000 and is headquartered in St. Louis, MO. Wells Fargo Advisors Financial Network operates on a fee-based fee arrangement. The services offered by this financial institution include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. They also provide pension consulting services, as well as the selection of other advisors. In addition to its standard services, the firm also offers investment consulting services to institutional clients. Wells Fargo Advisors Financial Network has a broad client base, ranging from individual investors to businesses and institutional clients. The firm is dedicated to providing high-quality service to its clients and helping them achieve their financial goals.

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 for Wells Fargo Advisors Financial Network, LLC states that the minimum initial account values for the programs described in the document are listed below. However, they do mention that they have the discretion to waive the minimum account size. The specific investment minimum amount is not mentioned in the Part 2 Brochure.

How This Office Can Help Geneseo, IL Residents

Wells Fargo Advisors offers comprehensive financial planning services to individuals in Geneseo, IL. The firm provides personalized solutions to help clients plan for retirement, manage their investments, and save for future goals. For individuals who are looking to maximize their investments, the firm offers a wide range of investment options, including mutual funds, stocks, and bonds. Wells Fargo Advisors also offers guidance on estate planning, tax planning, and risk management to help clients protect their assets. Many individuals in Geneseo, IL may face unique financial challenges, such as saving for college tuition, planning for retirement, and managing debt. Wells Fargo Advisors understands the challenges facing residents in Geneseo and works to provide tailored solutions to meet their needs. Whether someone is a first-time investor or a seasoned professional, the firm offers guidance to help them achieve their financial goals. With a deep understanding of local market trends and conditions, Wells Fargo Advisors helps clients navigate the financial landscape to achieve long-term financial security.

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 121 W 1st St, Geneseo, IL 61254, USA
Phone (309) 944-5361
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.