A Qualified Team Within a National Organization
National Brands
A heritage of client service
Wells Fargo Advisors is one of the nation’s premier financial-services firms. Represented by more than 11,000 financial advisors, it was born out of Wells Fargo & Company’s 2009 acquisition of Wachovia Corporation.¹
Wachovia Securities, LLC, which traced its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors’ predecessors were known for service based on trust and knowledge, and for corporate cultures that put client needs above all else.
¹All data include Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of December 31, 2022.
Wells Fargo Advisors is one of the nation’s premier financial-services firms. Represented by more than 11,000 financial advisors, it was born out of Wells Fargo & Company’s 2009 acquisition of Wachovia Corporation.¹
Wachovia Securities, LLC, which traced its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors’ predecessors were known for service based on trust and knowledge, and for corporate cultures that put client needs above all else.
¹All data include Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of December 31, 2022.
Hearthside Wealth Management Group
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Founded in 1969 by Ronald Arquilla
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Asset under management of $1,023,987,948.37 as of 2/29/2024
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Clients in 42 states, currently; 3 locations: Chicago, Oak Brook, Denver
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Serving multigenerational families, women investors, corporate executives, and business owners/entrepreneurs
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Our process is designed to anticipate and adapt to life’s unique situations resulting in personalized wealth plans