Dierdre Llewellyn

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 04/2022
  Valmark Securities, Inc.
  Akron, OH
• 02/2012 → 04/2022
  Cliftonlarsonallen Wealth Advisors, Llc
  Terre Haute, IN
• 04/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Terre Haute, IN

Previous Registrations

• 2012-02-27 → 2014-12-08
  Cliftonlarsonallen Wealth Advisors, Llc
  Terre Haute, IN
  Minneapolis, MN
• 2008-04-02 → 2012-02-27
  Clifton Gunderson Wealth Advisors
  Terre Haute, IN
• 2007-11-30 → 2008-03-31
  Valmark Advisers, Inc.
  Terre Haute, IN
• 2006-03-07 → 2007-12-07
  Clifton Gunderson Wealth Advisors
  Terre Haute, IN

Other Businesses

PRIME MERIDIAN REALTY, NOT INV RELATED, LOUISVILLE, KY, BOOKKEEPER, START 10/10/2023, 6 HOURS PER MONTH, ZERO HOURS DURING TRADING, MAING ENTRIES ON DEPOSITS AND CHECKS FOR BOOKKEEPING OF SIBLINGS RENTAL PROPERTY BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-29
• S63 Uniform Securities Agent State Law Examination
  1998-02-06

Designations

• Certified Financial Planner

Other Names

• Dierdre Johnston
• Derri Llewellyn
• Dierdre Johnston Llewellyn