Five advisors with a total of $451 million in assets under management have established independent businesses with Wells Fargo Advisors Financial Network, Wells Fargo announced Thursday.
John Barkmeier, Claudia Barkmeier and Paul Rohr Jr., formerly with Morgan Stanley Smith Barney, have opened Barkmeier Financial Consulting Group in Boulder, Colo., with $155 million in AUM.
Bob Mundell of Waterloo, Iowa, left Edward Jones to open an independent practice, Signature Private Wealth Management in Waterloo, Iowa, with $164 million client assets.
Cody Callaway, formerly with Edward Jones, opened Callaway Capital Management in Broken Arrow, Okla., with $132 million in AUM.