Loechner Sullivan Financial Group of Wells Fargo Advisors — a leading investment planning and wealth management team — has become Optare Financial Partners of Wells Fargo Advisors Financial Network. The initial team consists of six financial advisors and six support staff entrusted with overseeing more than $1 billion in client assets as of opening their doors on July 10 of this year.
More than a year in the making, business partners Allen Loechner and Shawn Sullivan handpicked a team of advisors focused on delivering a more personalized client experience to join them in this exclusive Fort Wayne office.
“Optare by definition means to opt for the most advantageous choice. We’re fortunate our clients choose us. Our team strives to create an environment where clients feel cared for and cared about. The choices we make, together, have meaningful and long-term impacts,” Sullivan says. “We believe that our name resonates with this reality.”
Loechner says the practice has grown consistently since 2002, and he looks forward to this next evolution.
“I am excited by the work we will perform with clients and the structure we are creating. We’ve designed Optare to help ensure our clients continue to receive quality planning and advice for decades to come. Our new office will provide the platform from which I can continue, in a more robust way, teaching and leading fellow advisors,” Loechner says. “I cannot think of a better legacy than to mentor the next generation of advisors, those who one day will care for the individuals and families we serve.”
Optare is hitting the ground running as a high-performing team and has consistently been recognized for its work inside and outside of Wells Fargo & Company. That includes Loechner who Forbes named as a 2023 Best-in-State Wealth Advisor.
While managing assets for clients in over 40 states, the team is excited to contribute to Fort Wayne’s momentum. “We’re building great things in Fort Wayne,” Loechner says. “We are excited to contribute to that growth and invest locally in a more significant way.”
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.