Hiring Experienced Financial Advisors

Connecting with Success

Our goal when working with clients is to foster an environment of trust and connections designed to lead to success. We are an investment planning and wealth management practice offering customized investments. In joining Ledgevest Financial, we trust that you also value the connections built with clients and wish to help cultivate the relationships to support our mission.

Join Ledgevest Financial

At Ledgevest Financial we have built a small but mighty practice of partners who respect each other, are passionate about their work, and value their relationships to each other and their clients.

If you are a Financial Advisor seeking to be part of a practice that is committed to fostering close relationships with their clients, email us to learn more about joining our team.

Serving our Communities

At Ledgevest Financial, service is a vital component of our culture. We believe we grow stronger, as a practice and as individuals, when we are fully engaged in serving our communities. We understand that with our resources comes the responsibility to make a real difference. From grassroots efforts to enterprise-wide programs, team members of Ledgevest Financial are actively engaged in serving their communities.
Ledgevest Financial

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, CT, FL, IA, ID, IL, MD, MI, MN, NC, ND, NM, OH, OR, TX, VI, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX