Brian Hoeltge, CFA

Experience

• 

  Wells Fargo Advisors

  Jul 2007 - Oct 2021

  I lead a team of Senior and Junior Portfolio Analysts who guide our Financial Advisors in constructing portfolios for the best interests of their clients. Our duties include asset allocation, security recommendations, risk and performance analysis. We work with households of $250,000 or more but frequently work more with High Net Worth endowments, foundations, and individuals to customize portfolio solutions. Our team serves 15,000 advisors across WFA. Consulting with developed Financial Advisor practices to increase FA retention and develop organic and external business growth.

  • Director of the Portfolio Advice Group at WFA

    Apr 2019 - Oct 2021

  • Senior Advice & Portfolio Specialist

    Apr 2017 - Apr 2019

  • Practice Management Consultant

    Jul 2007 - Apr 2019
• 

  RubinBrown LLP

  Oct 2021 - now

  Wealth Advisor