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
El Dorado, AR 71730
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Todd Connelly is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a majority ownership in a timberland and mineral royalties business in Magnolia, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options like insurance-related vehicles and bank deposit sweep programs.
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
308 N Jefferson
El Dorado, AR 71730
Arkansas · Texas
Wells Fargo Clearing
2016 - Present (10 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 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.
CFP®, Series 65
El Dorado, AR
Mustard Seed Wealth Management
Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.
CFP®, Series 63, Series 65
El Dorado, AR
Independent Advisor Alliance, llc
Charles Skinner is a CFP®-certified financial advisor with over 10 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and GenWealth Financial Advisors. Outside of advisory services, he is a commissioned notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to support client investments.
Series 63, Series 66
El Dorado, AR
International Assets Investment Management, LLC
Gregory Harrison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is co-owner of The Olde Towne Store, a grocery, restaurant, and bakery in El Dorado, Arkansas, and serves in various community roles including finance committee member of 1st Baptist Church, commissioner of the El Dorado Oilers baseball team, and chairman of the board for The Hannah Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers access to third-party money managers and financial planning services.
CFP®, Series 63, Series 66
El Dorado, AR
Benjamin F. Edwards & Company, Inc.
Laney Mitcham is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. Prior to joining Benjamin F. Edwards, she worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to her advisory role, she teaches finance at Southern Arkansas University. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.
Series 66
El Dorado, AR
Edward Jones
Series 66
Taylor, AR
Ameriprise
Matthew Morris is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.
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