Donald Matthew Phelan

Employer firm

Williamson Legacy Group, LLC CRD 318629

$183M regulatory AUM

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Indianapolis, IN
• 11/2016 → 08/2021
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 08/2021 → 02/2022
  Axxcess Wealth Management, Llc
  Carlsbad, CA
• 03/2022 → Present
  Williamson Legacy Group
  Carmel, IN

Previous Registrations

• 2022-01-04 → 2022-03-24
  Axxcess Wealth Management, Llc
  Indianapolis, IN
  Carlsbad, CA
• 2021-08-26 → 2021-12-31
  Axxcess Wealth Management, Llc
  Indianapolis, IN
  Carlsbad, CA
• 2008-01-01 → 2021-08-23
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
  Indianapolis, IN
• 2005-07-29 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Indianapolis, IN
  Indianapolis, IN
  St. Louis, MO

Other Businesses

TOWN OF FISHERS, INV RELATED; FISHERS, IN, ECONOMIC DEVELOPMENT COMMITTEE PRESIDENT, START 12/8/2006, 1 HOUR PER MONTH, ZERO DURING TRADING, REVIEWS COMMERCIAL AND INDUSTRIAL ECONOMIC DEVELOPMENT PROPOSALS AND INITIATIVES TO DETERMINE VIABILITY OF COMMERCE AND QUALITY OF LIFE ISSUES IN TOWN. Market Share Financial, Insurance Agent, life insurance products, paid via commission, $1000/yr, 11611 N. Meridian St. Suite 300 Carmel, IN 46032

Exams

• S66 Uniform Combined State Law Examination
  2005-07-28
• S63 Uniform Securities Agent State Law Examination
  2005-06-07