Merrill
47yrs
Top advisor by experience in Indianapolis
19yrs
Cassi Patterson
Financial advisor at Wells Fargo Advisors
Based in Indianapolis, Indiana, Cassi Patterson is a fiduciary financial advisor with 19 years of industry experience. Cassi has been with Wells Fargo Advisors since 2019; before that, Cassi spent three years at Morgan Keegan & Company. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors nationwide
Office115 W Washington Street Suite 1160 S, Indianapolis, IN 46204
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
- 2019 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2010 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2010Morgan Keegan & Company, LLCPreviously
Contact Cassi
Local office(317) 639-2631Ask for Cassi. (314) 875-3000Main office · St. Louis, MO 115 W Washington Street Suite 1160 SIndianapolis, IN 46204Office · Get directions Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cassi
Tailored to Cassi’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 Cassi
How do I contact Cassi?
Call Cassi’s local office at (317) 639-2631 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Cassi Patterson.
How long has Cassi been a financial advisor?
Cassi has been in the industry since 2007, about 19 years. More experience than 60% of advisors nationwide.
What licenses does Cassi hold?
Series 66. Tap any license on this page to see what it allows.
Is Cassi a fiduciary?
Cassi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cassi paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Cassi 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.
Other advisors nearby
Thurston Springer Advisors
47yrs
Top 1% by experience in Indianapolis
UBS Financial Services
47yrs
Top 1% by experience in Indianapolis
Ameriprise Financial Services
47yrs
Top 1% by experience in Indianapolis
Morgan Stanley
46yrs
Top 1% by experience in Indianapolis
Investment Advisors of Indianapolis
46yrs
Top 1% by experience in Indianapolis