Wells Fargo Advisors Financial Network, LLC, Member SIPC

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Wells Fargo Advisors Financial Network, LLC, Member SIPC Employees

Employee
Years
Job
Industry
Colleen K. Konieczka Colleen K. Konieczka Kansas City, Missouri Details
Colleen K. Konieczka's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience March 2003 - Present
Job Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   March 2003 - Present
DLI  1985 - 1985

Skills
Mutual Funds, Finance, Strategic Planning, Small Business, Retirement Planning, Business Development, Public Speaking, Team Building, Sales, Budgets, Social Media Marketing, Sales Management, Process Improvement, Customer Service, Social Media

Education
Rockhurst University
Master of Business Administration (MBA), Finance

College for Financial Planning
AAMS®, Accredited Asset Management Specialist

Georgetown University
BS

Defense Language Institute

Kathleen Kincade Kathleen Kincade Orange County, California Area Details
Kathleen Kincade's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience July 1999 - Present
Job Operations Manager at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   July 1999 - Present

Education
University of California, Irvine

George Jr Fleeson George Jr Fleeson Mclean, Virginia Details
George Jr Fleeson's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience June 2013 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, MEMBER SIPC   June 2013 - Present
Morgan Stanley Smith Barney  January 1994 - June 2013
Morgan Stanley Smith Barney  May 1982 - June 2013

Skills
Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, Investment Strategies, Roth IRA

Education
Stanford University   1969 — 1973
B.A., Psychology

The Taft School   1965 — 1969

Patrick Dean Lampe Patrick Dean Lampe Mount Vernon, Illinois Details
Patrick Dean Lampe's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience January 2009 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC, Member SIPC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   January 2009 - Present
Natixis Global Associates International  August 2006 - January 2009
WM Group of Funds  November 2003 - August 2006
Alliance Bernstein  November 1998 - November 2003

Skills
Financial Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Financial Services, Variable Annuities, Wealth, Asset Allocation, Insurance, Risk Management, Pension Consulting, 401(k) Rollovers, Business-Succession..., Deferred Compensation..., Estate Investment..., Financial Analysis, Fixed-Income Strategies, Investment Planning, Bonds, Strategic Financial..., Tax Managed Investment..., Wealth-Preservation..., Beneficiary Planning

Education
West Virgina University   1989 — 1991
Master of Arts in Communication Studies, Interpersonal Communication

Southern Illinois University, Carbondale   1985 — 1989
Bachelor of Science (B.S.), Bachelor of Arts in Speech Communication / Specialization: Public Relations

Nathaniel B. Cary Nathaniel B. Cary Greater Boston Area Details
Nathaniel B. Cary's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience January 2008 - Present
Job Vice President, Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   January 2008 - Present
Wachovia Securities Financial Network  2006 - 2008
UBS Wealth Management  2001 - 2005
Merrill Lynch  1998 - 2001
John Hancock Life Insurance Company (U.S.A.)   1996 - 1998
Cambridge Trust Company  1985 - 1996

Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning

Education
Boston University   1981 — 1983
BA, International Relations and Business

The College of Wooster   1978 — 1980

South Kent School, Kent CT   1975 — 1977
High School

Bill Haydon Bill Haydon Madison, Connecticut Details
Bill Haydon's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience March 2012 - Present
Job Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC   March 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC   December 2011 - Present
AWHaydon.com   January 1985 - Present

Education
Skidmore College
Bachelor, BS, Business

University of Massachusetts, Amherst
Masters, MBA, Masters in Business Administration

Steven Kopf Steven Kopf Buffalo/Niagara, New York Area Details
Steven Kopf's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, MEMBER SIPC   2015 - Present
Cleveland Hill Schools   2009 - 2014

Skills
Financial Services, Retirement Planning, Investment Strategies, Investments, Financial Planning

Education
Niagara University   2005 — 2009
Bachelor’s Degree, Mathematics Teacher Education

Grand Island High School   2001 — 2005
High School

Charlie Duval Charlie Duval Kansas City, Missouri Area Details
Charlie Duval's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience May 2009 - May 2012
Job Engagement Controller at Cerner Corporation
Industry Health, Wellness and Fitness
Experience
Cerner Corporation  September 2014 - Present
Cerner Corporation  July 2012 - August 2014
University of Kansas  August 2010 - May 2012
Wells Fargo Advisors Financial Network, LLC, Member SIPC   May 2009 - May 2012
Californos   May 2011 - July 2011
Wachovia Securities Financial Network  January 2008 - May 2009
Hawaiian Waters Adventure Park   May 2007 - August 2007

Skills
Series 7, PowerPoint, Excel, Word, Microsoft Office, Access, Customer Relations, Investments, Financial Analysis, Equities, Microsoft Excel, Marketing, Data Analysis, Time Management

Education
University of Kansas   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Management

Shawnee Mission East   2004 — 2008

Michael Gray CRPC™ Michael Gray CRPC™ Mclean, Virginia Details
Michael Gray CRPC™'s Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience February 2012 - January 2014
Job Financial Advisor at Capital One
Industry Financial Services
Experience
Capital One Financial Advisors  February 2014 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC   February 2012 - January 2014
First Union Securities  1996 - 2008
Signet Bank  1996 - 1997
MetLife  1987 - 1995

Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Multi-generational...

Education
University of Richmond   1982 — 1986
BA, Economics

Ira M. Shapiro Ira M. Shapiro Scottsdale, Arizona Details
Ira M. Shapiro's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience April 2002 - Present
Job Registered Principal at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   April 2002 - Present
Wachovia Securities, LLC  April 2002 - May 2009
A.G. Edwards   April 2002 - March 2008
Prudential Securities  October 1996 - April 2002
Dean Witter  September 1991 - October 1996
U.S. Marine Corps   May 1986 - September 1991

Skills
Retirement Planning, Investments, 401k, Retirement, Wealth, Mutual Funds, Portfolio Management, IRAs, Financial Advisory, Finance, Small Business, Estate Planning, Fixed Annuities, Tax, Strategic Financial..., Strategic Planning, Leadership, Securities, Series 7, Life Insurance, Wealth Management, Risk Management, Disability Insurance, Asset Allocation, Investment Strategies, Series 63, Alternative Investments, Series 65, Investment Advisory, Financial Planners, Insurance, Asset Management, FINRA, Mortgage Lending, Long-term Care, Equities, Uniform Combined State..., Financial Analysis, Relationship Management, Credit, Term Life Insurance, Estate Tax Planning, Financial Modeling, 529 Plans, Private Equity, Wealth Management..., Saving for Education, 401k Rollovers, College Savings Plans, Financial Planning

Education
University of Nebraska-Lincoln   1982 — 1986
B.S., Business Admin - Finance

Omaha Westside   1978 — 1982
H.S. Diploma, Business Administration with Emphasis in Finance

Kevin Hereford CRPC® Kevin Hereford CRPC® Greater St. Louis Area Details
Kevin Hereford CRPC®'s Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience April 2009 - Present
Job Registered Associate at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   April 2009 - Present

Education
University of Missouri-Columbia   2004 — 2008
Bachelor of Science (BS), Political Science and Government

Michael Taylor, CFP® Michael Taylor, CFP® Cincinnati Area Details
Michael Taylor, CFP®'s Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience May 2009 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   May 2009 - Present
UBS  2002 - 2009

Skills
Retirement Planning, Investments, Wealth Management, Certified Financial...

Education
The Ohio State University
B.A., Economics and English

Brian Heitler Brian Heitler Tampa/St. Petersburg, Florida Area Details
Brian Heitler's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience January 2001 - Present
Job Branch Manager and Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   January 2001 - Present

Skills
401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Guidance, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Planning, Retirement Savings, Risk Management, Securities, Mutual Funds, Bonds, Annuities, Unit Investment Trusts, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Finance, Customer Service

Education
University of South Florida   1987 — 1992
Bachelor of Science (B.S.), Economics

Steven Engelstad Steven Engelstad Columbus, Indiana Details
Steven Engelstad's Wells Fargo Advisors Financial Network, LLC, Member SIPC Experience May 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC   May 2013 - Present

Education
Indiana University-Purdue University at Indianapolis   2010 — 2013

Pima Community College   2008 — 2010