Cambridge Investment Research Advisors
37yrs
Top advisor by experience in Marshall
5yrs
Brian Witte
Financial advisor at Wells Fargo Advisors
Based in Marshall, Minnesota, Brian Witte is a fiduciary financial advisor with 5 years of industry experience. Brian has been with Wells Fargo Advisors since 2024; before that, Brian spent a year at Pruco Securities. 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 21 advisors with offices in Marshall, and one of 16 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office400 W Main Street, Marshall, MN 56258
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2022 – Jan 2024Pruco Securities, LLC.Previously
- Jan 2022 – Aug 2022Wells Fargo Clearing Services, LLCPreviously
Contact Brian
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Brian. 400 W Main StreetMarshall, MN 56258Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Brian
Tailored to Brian’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
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About Brian
How do I contact Brian?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Brian Witte. Brian works from the Marshall, MN office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian 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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