Brian Palmquist

Background

About Brian Palmquist

Getting to know your story and understand your financial needs is how I can work to guide you through life’s complexities and help you plan accordingly. Through investment education and advice, I can work with you to develop an investment plan that will help you work toward your financial goals. I am a Financial Advisor with Wells Fargo Advisors and can help provide you with guidance in the following areas- Investment - Insurance - Liabilities - Qualified retirement plans/IRA distribution - Corporate executive stock options - Business succession planning - Retirement planning - Gifting to children/descendants - Charitable gifting - Titling of assets - Distribution of wealth at death -Charitable inclinations at death Please contact me by email (brian.palmquist@wellsfargo.com or by phone (206-789-8634). I can not respond to messages through LinkedIn. This information is intended for use by residents of AK, AZ, CA, CO, DC, FL, GA, ID, IL, MD, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OK, OR, RI, TN, TX, UT, VA, WA, and WY only. Wells Fargo is not a legal or tax advisor Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social