Advisors who oversaw $225 million in combined client assets have left Wells Fargo for Raymond James, the firm said.
Alan J. Henry, Steven Jensen, Emily Zimmerman and Michael Ollmann collectively had revenues of $1.7 million while working at Wells, according to Raymond James.
Henry, Jensen, Zimmerman and senior registered service associate Deborah Helm, who also made the move from Wells, are based out of Raymond James' first employee office in Brookfield, Wisc., a suburb of Milwaukee. They operate as Henry & Jensen Group of Raymond James.
Ollman, along with senior registered service associate Sandra Karwoski, also from Wells, are based out of the same office. They operate as Ollmann Wealth Management of Raymond James.
Gary Sievewright, Raymond James' Wisconsin complex manager who also was recruited from Wells earlier this year, has worked on setting up the Milwaukee regional operation. Sievewright said the firm intends to expand its employee offices across Wisconsin.
Henry, who started out as an advisor in 1983 with Piper Jaffray, did stints at Baird, RBC and UBS before joining Wells Fargo in 2009, according to FINRA BrokerCheck records.
Jensen started in financial services in 2004 with A.G. Edwards and joined Wells Fargo when it acquired that firm. He has spent 18 years in the field of nonprofit management and donor relations, Raymond James said.
Zimmerman began working as an advisor at Wells Fargo in 2011.
Ollmann began working as a financial consultant in 1994 at Kemper Securities, a predecessor firm of Wells Fargo Advisors.
Read more:
