Our Company

What Sets Us Apart

Finteris Wealth Management is distinct in that it operates as an independent business.

-        Decisions are made LOCALLY
-        Our broker dealer works for US
-        We MAINTAIN small business feel with big investment firm backing
-        We express Midwest VALUES and WORK ETHIC
-        Within our multiple branches, our advisors have a combined 200 years of EXPERIENCE
-        Our advisors have experience managing through various MARKET CYCLES
-        Our advisors are independently and corporately INVOLVED in their local community
-        Finteris’ investment plans are built for YOU & YOUR goals – with a broad array of investment options
-        Our advice is not simply a guideline, it is actionable
-        We LISTEN to YOU

At Finteris we know that personal finance can be complicated. We will keep you informed, educated and confident in your financial decisions.

Who We Do it For

Our advisors manage over 2.1 billion dollars for a diverse set of clients across the United States as of May 1st, 2024. We have experience creating investment plans for everyone. Whether you are a retiree, any size business owner, professional, college saver, or any type of saver, we can create a plan to help you accomplish your goals. We also have valuable experience working with endowments, high and ultra-high net worth individuals.
Finteris Wealth Management

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 (AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, 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.

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