Transaction Services

Liability Management

Through our Wells Fargo affiliates, you have access to banking & lending products

Structured Solutions

Customized or designed over-the-counter derivatives solutions.  Including risk management and liquidity of concentrated equity positions. As well as cross-asset investment strategies designed for growth, yield enhancement, and implementation of tactical investment ideas.

Alternative Investments

Access to a global platform of non-traditional strategies and structures. After a rigorous and repeatable due diligence investment process, investments are made available across the liquidity spectrum.

Direct Investments

Priority access to a universe of global direct investment opportunities across a broad range of sectors, regions, asset classes and structures, typically only available to institutional investors.

Asset Management

Commission based transactions for traditional investment including stocks, bonds, ETF’s & mutual funds.

Insurance & Risk management

Including insurance planning for estates, annuities, and fixed income management.

 

Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Casebeer McCollum Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, FL, GA, HI, IA, IL, KS, MA, MO, NM, OR, SD, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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