WF
WF

Wendy Folkers

36 Years of Experience
Willmar, MN
Broker

Wendy Folkers is a registered investment advisor at Wells Fargo Advisors, based in Willmar, MN, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2800 S First St, Ste 207, Willmar, MN, 56201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Wendy co-owns Folkers Farms, a family beef cattle operation, and The Rustic Inn and Event Center LLC, a retreat lodging business. She also works for Premier Property Management, LLC, organizing cleaning and maintenance crews, dedicating about 10-20% of her time to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2019 - August 2023 · 4 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
March 2019 - August 2023 · 4 yrs 5 mos
AXA Advisors, LLC
March 2017 - February 2019 · 1 yr 11 mos
AXA Advisors, LLCBroker
August 2014 - February 2019 · 4 yrs 6 mos
Ameriprise Financial Services, INC.
October 1993 - August 2014 · 20 yrs 10 mos
Ameriprise Financial Services, INC.Broker
October 1993 - August 2014 · 20 yrs 10 mos
Ids Life Insurance CompanyBroker
October 1993 - July 2006 · 12 yrs 9 mos
American Express Financial Advisors INC.Broker
February 1988 - December 1991 · 3 yrs 10 mos
State Registrations4 states
AZMIMNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Wendy Folkers - Financial Advisor | TrueAdvisor