About the Rocky Mountain Complex and 
Rocky  Mountain North Complex

Put the power of the Wells Fargo Advisors Rocky Mountain Complex and Rocky Mountain North Complex to work for you.

  • Rocky Mountain & Rocky Mountain North Complex

The model for the Rocky Mountain Complex and Rocky Mountain North Complex is grounded on a strong, proactive success strategy that is ahead of the curve with investments of time, talent and resources that position us well and support our clients' efforts to achieve their financial goals.

Our goal is to make sure that each of them has the tools and resources they need to serve their clients effectively. If you are a financial professional seeking to join us, please contact us.

If you are looking for a financial advisor to help with retirement planning, comprehensive wealth management or other financial services, contact us so that we can connect you with one of our seasoned professionals.

  • Our Hub team is supportive
  • Our office managers are experienced leaders
  • Our new office facilities provide an enhanced work environment
  • Our camaraderie gets better every day


  • Boulder+

  • Broomfield

    • 370 Interlocken Blvd., Suite 290, Broomfield, CO 80021
      Lee Trexler, CFP®, First Vice President – Branch Manager
      (303) 410-2625 / vernon.trexler@wellsfargoadvisors.com

      Located in the Interlocken Technology Park, the Broomfield branch is situated in one of the premier business environments in Colorado, providing clients with a productive environment.

      The branch is home to six financial advisors whose average tenure is greater than 20 years. "I believe this says volumes about the dedication our advisors have to their clients," said 37-year veteran Lee Trexler, who serves as Branch Manager. The team has memberships in three local Chambers of Commerce, Rotary and the Lyons Hall, supporting Broomfield as it continues to grow.

      "My mission is to provide timely advice and guidance with the highest level of service," said Trexler. "I'm looking to grow Wells Fargo Advisors right along with the community."

  • Cherry Creek+

  • Colorado Springs+

  • Denver+

  • Durango+

  • Evergreen

    • 32186 Castle Ct., Suite 300, Evergreen, CO 80439
      Joel Coleman, Senior Vice President –  Regional Manager
      (303) 679-4400 / joel.coleman@wellsfargoadvisors.com

      The Evergreen office is situated in the mountains near Evergreen Lake, surrounded by the foothill trails of Elk Meadow Park. The offices provide a beautiful environment for clients to visit and financial advisors to come to work.

      The branch occupies the top floor of one of the newest office buildings in Evergreen, just off of I-70. The financial advisors here regularly exchange best practices and share ideas for supporting their clients, including weekly branch meetings to stay abreast of the ongoing development of resources provided by Wells Fargo Advisors.

      The Evergreen office supports local non-profits including Center for the Arts Evergreen, Evergreen Chorale and the Mountain Area Land Trust.

  • Fort Collins+

  • Grand Junction+

  • Greenwood Village+

  • Lakewood

    • 320 S. Teller St., Suite 200, Lakewood, CO 80226
      Dave Nash, First Vice President – Branch Manager
      (303) 763-8300 / david.m.nash@wfadvisors.com


      The Lakewood branch has a high level of interaction, including a substantive exchange of best practices, lively discussions of market trends and updates on new products and support, all geared towards providing clients with superior service.

      The office is located in the Belmar community, near a newly developed lifestyle center. The solar-paneled "green" building provides convenient parking, a wide range of nearby restaurants and coffee shops, and prime shopping. It's an attractive location for clients and helps provide great work/life balance for team members. Branch Manager Dave Nash brings energy and vision to the provision of wealth management services based on 13 years of experience.

  • Longmont+

  • Loveland+

  • Cheyenne, Wyoming+

  • Jackson, Wyoming+

  • Casper, Wyoming+

Wells Fargo recognizes and values the diversity of its employees, customers and business partners. Wells Fargo & Company is an Affirmative Action and Equal Employment Opportunity Employer M/F/D/V.