Kris Welborn
Senior Vice President - Investment Officer; Fundamental Choice Portfolio Manager at Wells Fargo Advisors | Topeka Metropolitan Area
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Kris Welborn, a Senior Vice President and Investment Officer at Wells Fargo Advisors, brings over 34 years of extensive experience in the financial services industry, specializing in wealth management and investment strategies. As a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional®, Kris has honed his expertise in tax-efficient planning, estate investment planning, and retirement income strategies, making him a trusted advisor for clients seeking to build, manage, preserve, and transfer their wealth effectively.
In his current role, Kris employs the Envision® process to create personalized investment plans tailored to each client's unique financial goals and circumstances. His proactive approach ensures that clients not only understand their investment options—ranging from stocks and exchange-traded funds to fixed-income strategies—but also feel empowered to make informed decisions about their financial futures. Kris takes pride in his ability to simplify complex financial concepts, enabling clients to navigate their 401(k) options and implement effective risk management strategies.
Key projects Kris has spearheaded include developing comprehensive retirement plans that integrate insurance and investment planning, ensuring that clients are well-prepared for their financial futures. His dedication to fostering long-term relationships with clients who value accountability and responsibility has solidified his reputation as a leader in the industry. By leveraging his deep understanding of market trends and investment vehicles, Kris continues to guide clients toward achieving their financial aspirations while maintaining a focus on sustainable wealth growth.
Senior Vice President - Investment Officer; Fundamental Choice Portfolio Manager at Wells Fargo Advisors in August 2006 to Present
Financial Advisor at Morgan Stanley in June 2000 to August 2006
Registered Client Associate/Office Manager at Piper Jaffray in March 1992 to June 2000
Client Associate at Beecroft Cole & Company (merged with Piper Jaffray) in May 1985 to March 1992
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Tax-Efficient Planning
401(k) options
Mutual Funds
Estate Investment Planning
Financial Advisory
Fixed-Income Strategies
Insurance
Investment Planning
Retirement Planning
Risk Management
Annuities
Exchange Traded Funds
Stocks
Bonds
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Discover more about Wells Fargo AdvisorsWhat is Kris Welborn email address?
Email Kris Welborn at [email protected]. This email is the most updated Kris Welborn email found in 2026.
What is Kris Welborn phone number?
Kris Welborn phone number is +17852135773.
How to contact Kris Welborn?
To contact Kris Welborn send an email to [email protected]. If you want to call Kris Welborn try calling on +17852135773.
What company does Kris Welborn work for?
Kris Welborn works for Wells Fargo Advisors
What is Kris Welborn's role at Wells Fargo Advisors?
Kris Welborn is Senior Vice President - Investment Officer; Fundamental Choice Portfolio Manager
What industry does Kris Welborn work in?
Kris Welborn works in the Financial Services industry.
Kris Welborn Email Addresses
Kris Welborn Phone Numbers
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