Marc Weiss and Aaron Fenn

Strong Values, Strong Roots

Wells Fargo Advisors’ History & Culture

The distinguished culture of Wells Fargo Advisors is rooted in the regional firms that came together to form our current, premier national firm. It now offers the best of both worlds, maintaining its “Main Street” culture as it provides clients big-firm resources with a small-firm touch.

Currently, Wells Fargo Advisors serves investors in all 50 states, with $1.6 trillion in assets under management and more than 50,000 retirement plans for over three million households, through approximately 12,900 financial advisors in 1,700 branches.*

Backed by the strength of Wells Fargo, we are passionate about delivering boutique-style service with access to the vast resources of the firm. We are a small team with a mighty commitment to helping our clients succeed in their financial journey, and we are proud to work for a company that empowers us to serve our clients and contribute to their overall financial health and growth.   

*Data as of September 30, 2020, WFA Finance Reporting, and includes Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC.

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 (AZ, CA, CT, DC, DE, FL, HI, IL, MD, MO, NC, NJ, NM, OK, SC, TN, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.