Legacy Financial Partners

Why Go Independent with Wells Fargo Advisors Financial Network?

Freedom + Flexibility + Control

Working with Wells Fargo Advisors Financial Network, you can  have the confidence that comes from knowing one of the leading wealth management companies in the region is on your side.

You will be supported by a full team of professionals who are truly committed to helping you accelerate the growth of your business.

We’ll work with you step-by-step to develop a plan based on your business mix, assets under management and professional goals.

Independence with Wells Fargo Advisors Financial Network means you can:
  1.  Build your own client-service model
  2.  Control your day-to-day operations
  3.  Create and foster your own culture
  4.  Design a legacy fit for your business, your family, and yourself
  5.  Serve your clients as you see fit


Why Join Now?

Learn about competitive transition package for qualified advisors who are ready to be independent. In addition, our turnkey practice reduces some of your typical out-of-pocket startup expenses as well as the time and effort required for a successful transition.

Our independent practice, along with a dedicated transition consultant, will work directly with you to guide you in establishing your business, moving your client accounts, and retaining your clients via a tried-and-true process.

To start taking advantage of this opportunity to partner with Legacy Financial Partners, contact Ken Helman-Managing Principal, at (201) 880-6675 or kenneth.helman@wfafinet.com.

Legacy Financial Partners is an Affirmative Action and Equal Employment Opportunity Employer M/F/D/V. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Legacy Financial Partners is a separate entity from WFAFN.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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