Independent Financial Advisors, Jerod Wurm, CFP® and Casey Frye, CFP® are passionately committed to helping individuals, families and foundations plan for the future through a culture of Trustworthy Advice. Integrated planning, disciplined investment management and advanced technology helps us manage your wealth. Our goal is to positively impact your family's life today and put a plan in place to
help prudently distribute your assets in the
future*. Why work with CERTIFIED FINANCIAL PLANNER® professionals? When you work with CERTIFIED FINANCIAL PLANNER® professionals, you work with advisors who follow a strict Code of Ethics, Rules of Conduct, and Practice Standards. One of the key benefits for you is that CFP® professionals are required to hold themselves to the “Fiduciary Standard” and must at all times place the interest of the client first. Additionally, CFP® professionals remain current with changes in the financial planning field because they must pass a comprehensive financial planning examination and complete a minimum of 30 hours of continuing education every two years. Wurm & Frye Wealth Management does not provide tax or legal advice.
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
