David Thomas Wendland

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2012 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Fox Valley Lutheran High School Appleton, WI Start date: 1/13/2014 Finance Committee Member Hours per week: 0 Hours during trading: 0 Desc: Review school's financial situation including budget, bank and investment account balances and make recommendations to the Board of Directors. I am not authorized to give instructions for trading in investment accounts. Fox Valley Lutheran High School Appleton, WI Start date: 5/26/2021 Tuition Assistance Committee Hours per week: 0 Hours during trading: 0 Hand out tuition assistance to applicants for the upcoming school year.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-17

Designations

• Certified Financial Planner