"With a mission to help you reach for and achieve the life you want to live now and to help you create, live and love your life in the future"
The Plemmons Gallagher Cook Wealth Management Group of Wells Fargo Advisors is comprised of six highly experienced investment professionals based in Corvallis, Oregon. We formed the team at Smith Barney in 1999 and moved to Wells Fargo Advisors in 2007. Our practice has over 100 years of combined tenure in the financial industry and we are proud of the education, advanced training, and ongoing commitment to professional development that each of us brings to every client relationship. In addition, we are supported by the vast resources of Wells Fargo Advisors and maintain a strong rapport with many complementary professionals outside of the firm, such as CPAs and estate attorneys. We are passionate about helping our clients and their families succeed financially. Plemmons Gallagher Cook Wealth Management Group is honored and privileged to be the stewards of approximately 500 household relationships representing over $500 million in assets.
Our group provides customized, comprehensive wealth management that encompasses all aspects of investing and we are dedicated to helping grow and preserve the prosperity of the people we serve. This also includes liability management, risk management through various asset protection strategies, and trust, estate, and fiduciary services. Through our Wells Fargo affiliates, we offer access to lending and banking services. Simply said, we do more than just manage your money. We have built a successful practice that focuses on working with select individuals, families, pension plans, non-profits, professionals, and business owners who expect a high level of service. Many of our clients have been with us for decades and have now seen their children and grandchildren employ our practice.
The Plemmons Gallagher Cook Wealth Management Group is an asset-based, advisory (fee based) wealth management group. Advisory services including investment advice, investment planning, retirement planning, trading, and administrative costs are part of one fee (account minimums apply). We take pride in meeting with our clients on a quarterly, semi-annual, or annual basis, and as needed due to life events.
We invite you to explore our website, where you can learn more about us, our wealth management, investment planning, and investment management services.
Trust services is available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors does not act as a fiduciary and does not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. There is a minimum fee per calendar quarter to maintain this type of account. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $25,000 to $200,000.
The Plemmons Gallagher Cook Wealth Management Group is an asset-based, advisory (fee based) wealth management group. Advisory services including investment advice, investment planning, retirement planning, trading, and administrative costs are part of one fee (account minimums apply). We take pride in meeting with our clients on a quarterly, semi-annual, or annual basis, and as needed due to life events.
We invite you to explore our website, where you can learn more about us, our wealth management, investment planning, and investment management services.
Trust services is available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors does not act as a fiduciary and does not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. There is a minimum fee per calendar quarter to maintain this type of account. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $25,000 to $200,000.
Welcome Cullen Recktenwald
In our continuing effort to provide you with the highest level of service, the Plemmons Gallagher Cook Wealth Management Group of Wells Fargo Advisors is pleased to welcome Cullen Recktenwald, Brokerage Client Assistant. Cullen will work closely with Kim Schroeder and Lisa Meier to assist in all aspects of office operations, administrative items, documentation and information processes.
Cullen earned his Bachelors of Arts, majoring in Business Administration, from Evergreen State College in Olympia, Washington. He comes to Plemmons Gallagher Cook from an internal compliance and operations support department of Wells Fargo Bank.
Cullen was born and raised in Portland and when not working enjoys financial and physical fitness, strategy games, and time with friends and family.
We are very proud to have Cullen as a part of our group, adding to our experience and diversification as a wealth management team. Cullen is excited to begin getting to know all our clients personally, so if you have not met him yet please feel free to call our office and introduce yourself.
Thank you for your business, loyalty and trust. All of us with the Plemmons Gallagher Cook Wealth Management Group of Wells Fargo Advisors look forward to helping you achieve your investment goals.
Best regards,
CAR 0522-04948
