UBS Financial Services
47yrs
Top advisor by experience in Pasadena
36yrs
Wendy Behner
Financial advisor at Wells Fargo Advisors
Wendy Behner has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Pasadena, California. After eight years at Wells Fargo Investments, Wendy joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wendy holds the CFP® designation.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in Pasadena
Office790 East Colorado Boulevard 510 [Satellite], Pasadena, CA 91101
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2011Wells Fargo Investments, LLCPreviously
Questions to ask Wendy
Tailored to Wendy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wendy
How do I contact Wendy?
Call Wells Fargo Advisors at 314-875-3000 and ask for Wendy Behner. Wendy works from the Pasadena, CA office.
How long has Wendy been a financial advisor?
Wendy has been in the industry since 1991, about 36 years. Top 7% by experience in Pasadena.
What licenses does Wendy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wendy a fiduciary?
Wendy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wendy paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Wendy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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