Wells Fargo Advisors
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Latest Wells Fargo Advisors News
May 24, 2023
The DI Wire May 24, 2023 DIRECTORY SPOTLIGHT LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Bruce Pienton and Scott O’Mara have launched a new independent practice, Bridgewright Wealth Partners, through affiliation with LPL Strategic Wealth Services. The advisors, formerly affiliated with Wells Fargo Advisors, reported having served approximately $240 million in advisory and brokerage assets. Based in Grand Rapids, Pienton and O’Mara are Michigan natives with a collective of more than 60 years of industry experience, guiding families and business owners through the challenges of growing, maintaining and passing along wealth to heirs and causes they care about. They are joined by Bradley Day, director of client relations. “It’s our goal to help clients through the minefield of emotions and misinformation concerning investing and wealth management,” Pienton said. “We believe an investment portfolio should work cohesively with a client’s goals, tax strategies, estate plan, income needs, philanthropic goals and gifting. We work closely with other professionals to make sure that everyone is working towards these common goals for the client.” LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
Wells Fargo Advisors Frequently Asked Questions (FAQ)
Where is Wells Fargo Advisors's headquarters?
Wells Fargo Advisors's headquarters is located at One North Jefferson Ave., Saint Louis.
Who are Wells Fargo Advisors's competitors?
Competitors of Wells Fargo Advisors include Morningstar and 5 more.
Compare Wells Fargo Advisors to Competitors
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YCharts provides individual investors with online tools that empower them to invest and trade stocks like money managers.
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Limitless provides financial well-being applications for employees. It combines financial data with engagement data to generate a financial well-being score and a holistic view of financial institutions of their customer's financial needs. It was founded in 2016 and is based in Cambridge, United Kingdom.
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations, and quantify suitability. Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients.
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