Financial advisor – why use an investment and financial planner

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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A lot of financial planners position themselves as a person's financial

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As an Independent Financial Advisor, you will have the opportunity to build your business while still being associated with our firm. This structure gives you the best of both worlds – the resources, support and of one of the largest and most respected financial firms in the country, as well as the freedom to run your business the way you see fit.

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This commitment to independent business ownership, along with full-service brokerage-level resources, products and support happens within our Wells Fargo Advisors Financial Network (FiNet) business model. This model allows you to own your client relationships and maintain control over how you work for those clients, while tapping into the power of Wells Fargo Advisors.

That is, as a gatekeeper to other professional advisers needed to implement the financial plan.

Become an Independent Financial Advisor - Wells Fargo Advisors

If this sounds like the perfect fit for you, we can simplify your decision to become an Independent Financial Advisor with our proven , where we provide the support, guidance and service you need at every stage of the transition process. We will help you with every aspect of opening your practice and moving your clients to Wells Fargo Advisors Financial Network.

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Joining FiNet will give you access to the products your clients need to meet their financial goals, as well as the tools and level of support that far outpaces the rest of the industry, you need to grow your practice’s AUM and revenue. Of course, you can leverage as much or as little of the Wells Fargo Advisors’ support services and branding elements as you wish.

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