Stifel, Nicolaus & Company
43yrs
Top advisor by experience in Lima
11yrs
Lori Shafer
Financial advisor at Wells Fargo Advisors
Lori Shafer is a fiduciary financial advisor in Lima, Ohio, with 11 years in the industry. Lori joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 67 advisors with offices in Lima, and one of 58 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3656 Allentown Road 1st Floor, Lima, OH 45807
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2015 – 2025Wells Fargo Clearing Services, LLCPreviously
Questions to ask Lori
Tailored to Lori’s registration and firm.
- 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 Lori
How do I contact Lori?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Lori Shafer. Lori works from the Lima, OH office.
How long has Lori been a financial advisor?
Lori has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Lori hold?
Series 66. Tap any license on this page to see what it allows.
Is Lori a fiduciary?
Lori is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lori paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Lori 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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