Wells Financial Services

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

301 E Main St, Morrison, Illinois, 61270...

Phone Number

(815) 772-7231

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Wells Financial Services

Wells Financial Services, located in Morrison, IL, is a family-led team of financial professionals dedicated to enhancing clients' financial well-being through comprehensive wealth management. They offer tailored services for various demographics, including business owners, professionals, individuals nearing retirement, and those just starting their financial journeys. Their fiduciary commitment ensures that all recommendations prioritize clients' best interests, supported by over 50 years of experience in the financial industry. With a focus on integrity and personalized attention, they aim to build strong, lasting relationships with clients to navigate their financial futures.Explore more
Wells Financial Services's Social MediaPopular SearchesWells Financial ServicesBroadridge Investor Communication Solutions IncJoseph I Wells, CFP & Nathan C Wells, CFPwellsfin.comBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Wells Financial Services Org Chart

PhoneEmail
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Financial Advisor & Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wells Financial Services

<$5M
1-10
Private
-
2012
DD
Dylan DeversFinancial Advisor & Manager, Operations
<$5M
11-50
Private
<$5M
1982
MF
Mary FormosaSales Assistant & Office Coordinator
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2019
SB
Scott BromanFinancial Planner & Vice President
<$5M
1-10
Private
-
1999
TS
Tamra ScaturroOffice Manager
<$5M
1-10
Private
-
-
BS
Brian SmithFinancial Advisor
<$5M
1-10
Private
<$5M
2012
SR
Skip RileyPresident & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wells Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wells Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wells Financial Services.

Wells Financial Services Tech Stack

A closer look at the technologies used by Wells Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Wells Financial Services

What is Wells Financial Services's official website?
Wells Financial Services's official website is www.wellsfin.com
What is Wells Financial Services's Revenue?
Wells Financial Services's revenue is <$5 Million
What is Wells Financial Services's SIC code?
Wells Financial Services's SIC: 62,628
What is Wells Financial Services's NAICS code?
Wells Financial Services's NAICS: 52,523
How many employees does Wells Financial Services have?
Wells Financial Services has 1-10 employees
What industry does Wells Financial Services belong to?
Wells Financial Services is in the industry of: Finance, Securities Trading
What is Wells Financial Services competition?
Wells Financial Services top competitors include: Riley & Lowe Financial Solutions, Premier Financial Benefits, Moneygeeks Financial Network, Advanced Financial Concepts
What technology does Wells Financial Services use?
Some of the popular technologies that Wells Financial Services uses are: Neustar UltraDNS, GoDaddy DNS, Cloudflare Security, Broadridge Advisor Solutions
How do I contact Wells Financial Services?
Wells Financial Services contact info: Phone number: (815) 772-7231 Website: www.wellsfin.com
What does Wells Financial Services do?

Wells Financial Services, located in Morrison, IL, is a family-led team of financial professionals dedicated to enhancing clients' financial well-being through comprehensive wealth management. They offer tailored services for various demographics, including business owners, professionals, individuals nearing retirement, and those just starting thei... r financial journeys. Their fiduciary commitment ensures that all recommendations prioritize clients' best interests, supported by over 50 years of experience in the financial industry. With a focus on integrity and personalized attention, they aim to build strong, lasting relationships with clients to navigate their financial futures.Read More

What are Wells Financial Services social media links?
Wells Financial Services Linkedin page Wells Financial Services Facebook page
Is Wells Financial Services a public company?
Wells Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Wells Financial Services

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