Wells Fargo Advisors - Beltline

Wells Fargo Advisors - Beltline

 
 
 
 
 
 
 
 
 
 
 

Wells Fargo Advisors - Beltline

2025 E Beltline Ave SE
Ste 501
Grand Rapids, MI 49546 | map | directions
(616) 975-2020 | fax: (616) 454-1718
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Wells Fargo Wealth & Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company and is one of the largest wealth managers in the U.S., with $2.5 trillion in client assets. WIM provides personalized wealth management, brokerage, wealth planning, lending, private banking, trust, and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. WIM operates through advisors in Wells Fargo Advisors, independent brokerage offices, and digitally through Intuitive Investor® and WellsTrade®. The Private Bank is an experience level for qualifying clients of WIM.    Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A., is a bank affiliate of Wells Fargo & Company.    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. Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value

Member Since: 2025