Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Lynne Folkers is an investment professional with over 30 years of experience in the financial services industry. Wendy is currently registered with Wells Fargo Advisors Financial Network, LLC. She provides a range of financial services, including investment consulting, financial planning, and portfolio management. Wendy has a deep understanding of the financial markets and is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
08/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
WI
03/27/2019 - 08/21/2023
WELLS FARGO CLEARING SERVICES, LLC (EAU CLAIRE WI)
WI
08/27/2014 - 02/07/2019
AXA ADVISORS, LLC (BLACK RIVER FALLS WI)
WI
10/06/1993 - 08/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
MN
10/06/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/23/1988 - 12/28/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 02/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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