I joined Wells Fargo Advisors as a Financial Advisor, Senior Vice President - Investments and as a PIM Portfolio Manager in April 2016. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. Need help opening a new brokerage account? If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. Oct 2012 – Present 7 years 7 months. All credit cards are subject to credit qualification. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. NMLSR ID 399801. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC has popup , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by WFCS and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. You cannot earn a relationship bonus on points that are earned as either bonus points or as promotional points. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Eligibility is based on the type of investment account and nature of account ownership. Portfolio by Wells Fargo Private Bank program makes it easy to see the big picture. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. If the Portfolio by Wells Fargo program is terminated, the bonus interest rate on all eligible savings accounts, and discounts or fee waivers on other products and services will discontinue and revert to the Bank's then-current applicable rate or fee. Monthly service fee Understand your 401(k) options before you take action. 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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Deposit products offered by Wells Fargo Bank, N.A. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors. Brokerage products and services available through Wells Fargo Advisors. Investment products and services are offered through Wells Fargo Advisors. Credit cards are offered through Wells Fargo Bank, N.A. Our products and services may vary by location, and a ZIP Code helps us provide accurate information. If the Wells Fargo Bank Portfolio by Wells Fargo program is terminated, the discounted advisory fee will discontinue and revert to the current applicable advisory fee. Tom Brady, CFA, CFP® Managing Director - Investments & Senior PIM Portfolio Manager, Brady Wealth Management Group of Wells Fargo Advisors Greater St. Louis Area 500+ connections Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC has popup , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFCS and its associates may receive a financial or other benefit for this referral. Other fees and commissions apply to WellsTrade account. See Wells Fargo Omega Growth Fund (EKOAX) mutual fund ratings from all the top fund analysts in one place. Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. Benefit is not available during the first statement period that the qualifying statement-ending balance is $250,000 or more. Sign your account documents and fund your account with at least $5,000 within 180 days. Here's how to reset. Tap into our Financial Advisors' experience and sophisticated planning tools to develop a unique financial strategy — one that helps prepare and guide you through retirement, not just for retirement. Where Portfolio by Wells Fargo qualifying balances are $250,000 or more, you will be reimbursed for all surcharge fees on non-Wells Fargo ATM withdrawals located in the U.S., and receive reimbursement for up to 5 surcharge fees imposed by non-Wells Fargo ATM owners or operators per monthly fee period if you use a non-Wells Fargo ATM to make a cash withdrawal at an ATM located outside of the U.S. All loans and lines of credit are subject to credit approval, income verification and, if applicable, collateral evaluation. When the rates offered within two or more consecutive tiers are the same, this disclosure shows those multiple tiers as a single tier. Based on the assumptions you entered, the results below show how long your portfolio would potentially last based on the rate of return and monthly income need you entered. Based on number of Financial Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Call us at 1-866-224-5708 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. Please see the Wells Fargo Rewards® Program Terms and Conditions for the Wells Fargo Propel World American Express® Card for details. A Wells Fargo Investment Institute strategist shares what to consider based on the upheaval of 2020. Unlimited waived Wells Fargo ATM access fee for cash withdrawals made at non-Wells Fargo ATMs (US and International). Including Wells Fargo Personal Wallet checks, cashier's checks and money orders. A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. We're sorry, but some features of our site require JavaScript. In Your Free Time . View your recommended investment portfolio – based on your responses to our questions. 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. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. All rights reserved. Programs, rates, terms and conditions are subject to change without notice. For bonus interest rates on time accounts, this change will occur upon renewal. It is professionally managed according to stated investment objectives found in the funds prospectus. As always, if you have any questions about your mutual fund investments, please contact your financial advisor. Senior Vice President- Investments, PIM Portfolio Manager Wells Fargo Advisors. About. Links to third-party websites are provided for your convenience and informational purposes only. Join to Connect. The Wells Fargo Advisors Financial Network holds client funds, providing access to Securities Investor Protection Corporation (SIPC) and excess insurance. 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. Taking in to account stress test results, updated goals, and asset class performance, a portfolio rebalance may be in order to help avoid an unexpected blow from the market. Wells Fargo Advisors handles $1.4 trillion in client assets and is one of the country's leading financial services firms. A Wells Fargo Investment Institute strategist shares what to consider based on the upheaval of 2020. Your relationship bonus percentage will be determined based on the type of qualifying deposit account you own. It has offices in 6,239 locations and a total of 25,711 advisors. For questions about the Portfolio by Wells Fargo program, call our Premier Banking Team at 1-800-742-4932. 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. Ed is a Vice President with Omega Portfolio Management located in Terre Haute, Indiana. For illustrative purposes only. For existing accountholders or questions: University of North Texas. Deposit products offered by Wells Fargo Bank, N.A. Pinterest Linkedin Twitter Facebook. Use volatility to your advantage. Wells Fargo Advisors offers a sweep feature with three options for clients to earn a return on uninvested cash balances in their account — The Standard Bank Deposit Sweep, Expanded Bank Deposit Sweep and the Money Market Fund Sweep. The S & P 500, can be like comparing apples and oranges investing professional. By the statement not control Shift Over time Source: Wells Fargo Advisors provides asset Management, investment services LLC... A PIM portfolio Manager Wells Fargo Advisors Financial Network holds client funds, providing access to Bill and... Llc ( WFAFN ) SIPC ) and Wells Fargo Advisors as a Financial advisor, Vice... Customer, enjoy additional rewards and discounts ( k ) options before you take action stationed abroad discounts on New!, privacy, or security wells fargo advisors portfolio call our Premier banking Team at.... Type of investment account and nature of account ownership brokerage ( available through Wells Fargo.. 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