Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita Falls, TX 76308
Credentials
Series 63, Series 65
Industry experience
30 years
Brian Stahler is a financial advisor with Wells Fargo Clearing in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
2901 Garnett Ave, Ste A 1
Wichita Falls, TX 76308
Texas
Wells Fargo Clearing
2016 - Present (10 years)
Wells Fargo Advisors Llc
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Wichita Falls, TX
Souther Capital Management L.L.C.
John Souther is the principal advisor at Souther Capital Management L.L.C. in Wichita Falls, TX, with 12 years of industry experience. He holds a Series 65 designation and has held executive and board roles outside of his advisory practice, including serving as Executive Director of Digital Strategy at Carrier Corporation and as a Director on the Board and Audit Committee of International Battery Metals. Souther Capital Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm’s investment process is based on an Investment Policy Statement tailored to client goals and employs various strategies, including long and short trading, margin, and option strategies.
CFP®, Series 63
Wichita Falls, TX
Personal Money Planning, LLC
Gary Silverman is a CFP® with 13 years of industry experience and has been with Personal Money Planning, LLC since 1995. He holds a Series 63 license and is based in Wichita Falls, TX. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with tactical hedging strategies informed by third-party econometric analysis.
Series 65
Wichita Falls, TX
Personal Money Planning, LLC
Michelle Kuehner is a financial advisor at Personal Money Planning, LLC with 11 years of industry experience. She holds the Series 65 designation and has been with Personal Money Planning since 2005. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm offers fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with a growth model that can be hedged using options strategies and short-term fixed-income funds.
Series 63, Series 65
Wichita Falls, TX
Mercantile Investment Advisors
Gloria Bohannon is a financial advisor at Mercantile Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mercantile Advisors I, LLC since 2012. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular reviews and periodic written communications to clients.
Series 65
Wichita Falls, TX
Mercantile Investment Advisors
Jessica Hatcher is a financial advisor at Mercantile Investment Advisors with a Series 65 designation and two years of industry experience. Prior to her current role, she worked at Herbert R. Smith & Company and held positions in construction and media companies. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a mix of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular documented reviews.
Series 65
Wichita Falls, TX
Personal Money Planning, LLC
Brittany Schultz is a financial advisor at Personal Money Planning, LLC with three years of industry experience. She holds a Series 65 designation and has been with Personal Money Planning since 2019. Prior to her advisory career, she was a homemaker and military spouse for six years. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with options strategies and fixed-income funds, supported by third-party econometric analysis.
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