Wells Financial Services Email Formats
Financial Services • 
Morrison, Illinois, United States • 1-10 Employees
Wells Financial Services Email Formats
Wells Financial Services uses 1 email format. The most common is {first name} (e.g., john@wellsfinancialsvcs.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wellsfinancialsvcs.com | 100% |
Key Contact at Wells Financial Services
Nathan Wells
President, Financial Advisor
Company overview
| Headquarters | 301 E. Main Street, Morrison, IL 61270, US |
| Phone number | +18155267643 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Portfolio Management, Financial Planning, 529 Plans, 401K Plans, Insurance Options, Comprehensive Retirement Strategies |
| Founded | 2012 |
| Employees | 1-10 |
About Wells Financial Services
Wells Financial Services was founded by Joseph I. Wells who started in the financial services industry in 1976. His son Nathan C. Wells joined the industry in 2008 while attending college at Drake University. After a couple years on his own, Nathan joined his father in 2012 and Wells Financial Services was created with the idea of continuing the legacy of excellence, integrity and trust that Joseph has always exemplified. Wells Financial Services adheres to a client-centered focus, customized financial solutions, integrity and trust, dedication to excellence and growth through continuous improvement. Both Joseph & Nathan hold the coveted Certified Financial Planner designation. Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wells Financial Services has never raised funding before.
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Frequently asked questions
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