David Wayne Mckean

Current Employers

Employment History

• 10/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Mobile, AL
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Mobile, AL
• 09/2022 → Present
  Ameriprise Financial Services, Llc
  Mobile, AL

Previous Registrations

• 2013-10-31 → 2022-10-05
  Wells Fargo Clearing Services, Llc
  Mobile, AL
• 2009-06-01 → 2013-11-14
  Morgan Stanley
  Mobile, AL
• 2006-06-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Mobile, AL
• 2005-06-30 → 2006-06-29
  Raymond James & Associates, Inc.
  Mobile, AL
  Mobile, AL

Other Businesses

Business Ownership; Azalea Wealth Management LLC; Company to pay employees; Financial service practice; 3902 Hampton Place, , Mobile, AL, 36608; Investment-Related; 09/23/2022; 40 to 59 hours per month; 40 to 59 during trading hours / DWM Vending; Owner; I intend on starting a vending machine business in thie area. Starting off small with one machine. I have been presented with an opportunity to branch out into the ATM business in addition to the vending machines that were approved prior. I would fill the machine with cash and it would be linked to the DWM Vending machine bank account for deposits as they collect cash from the ATM. This would take approximately an hour per month during business hours. Our customers are asking that we install air machines at their stores to put air in the tires of their customers vehicles. Our customer is asking us to install a "twice the ice" ice machine at one of his locations.; 3902 Hampton Place, , Mobile, AL, 36608; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Lions Club of Mobile; Lion Tamer and Local Rep for Lions Club International Charity Foundation; PO Box 888, , Mobile, AL, 36601; Not Investment-Related; 09/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Masters Academy; Board Member; 909 Old Shell Road, , Mobile (Mobile), AL, 36604; Not Investment-Related; 04/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Azalea Wealth Management LLC; Owner - Owner - LLC is used to pay Ameriprise payroll.; ; 3902 Hampton Place, , Mobile, AL, 36608; Investment-Related; 09/23/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; College Lane LLC; My father owned an LLC that he managed a piece of commmercial real estate for income. He recently passed away and my stepmother, Peggy McKean, has asked that I help her manage the property for her. This includes no acceptance of any monies as they are direct deposited to a bank account for the LLC.; 6151 Louise Place West, , Mobile, AL, 36609; Not Investment-Related; 02/01/2024; 1 to 9 hours per month; 0 during trading hours / Leadership and Legacy with David McKean; I will be hosting this podcast on an indvidual basis and not as an Ameriprise Advisor. Concept: 20 minute or less Vlog "podcast" on Youtube to be repurposed in snippets on Legacy and Leadership social media. Intro (this stays the same for the podcast beginning) Welcome to Leadership and Legacy , I am David McKean in my 20 plus years in the financial advisory business I have noticed a common strain among my clients, they are leaders and it is important for them to leave behind a legacy on many levels?family, community and financially. Join me as we talk to proven leaders in their field on their best practices in leadership and legacy planning. Interview leaders ( this changes bi-monthly) Sample questions (this can change of course) Tell us about your life, successes, failures. Tell us about your legacy thoughts. What nuggets can you give our viewers to start today that have proven successful for you? My producer is recommending that we start adding advertisements during the podcast. There would be no crossover to my advisory business, financial services, etc.; 3902 Hampton Place, Mobile, AL, USA, , Mobile, AL, 36608; Not Investment-Related; 05/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-29
• S63 Uniform Securities Agent State Law Examination
  2003-01-30

Other Names

• David Wayne Mckean
• David Mckean
• David W Mckean
• David Mckean
• David W Mckean