Deanna Loesche

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 01/2010 → 01/2017
  First Brokerage America, Llc
  St. Louis, MO
• 01/2017 → 12/2019
  Infinext Investments, Inc.
  Meriden, CT
• 12/2019 → 01/2024
  Archford Capital Strategies, Llc
  Swansea, IL
• 04/2020 → 06/2023
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 06/2023 → 01/2024
  Private Client Services
  Swansea, IL
• 03/2024 → Present
  Wells Fargo Clearing Services
  St. Louis, MO

Previous Registrations

• 2020-01-10 → 2024-03-26
  Archford Capital Strategies, Llc
  Swansea, IL
• 2007-03-28 → 2009-12-31
  Morgan Keegan & Company, Llc
  Freeburg, IL
  Birmingham, AL
• 2005-08-01 → 2006-12-11
  Thrivent Investment Management Inc.
  Freeburg, IL
  Freeburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2005-07-29
• S63 Uniform Securities Agent State Law Examination
  1999-10-21

Other Names

• Deanna Kays Wallett
• Deanna Louise Kays
• Deanna L. Loesche
• Deanna Louise Loesche
• Deanna L Loesche