Dijana Burnic

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

• 02/2025 → Present
  Wells Fargo Clearing Services, Llc
  West Des Moines, IA
• 05/2024 → Present
  Wells Fargo Bank, Na
  West Des Moines, IA
• 08/2023 → 05/2024
  Us Bank
  Urbandale, IA
• 01/2020 → 08/2023
  Ngo Promotion Of Sports Events
  Podgorica
• 04/2014 → 01/2020
  Miami Restaurant
  Ulcinj
• 09/2014 → 08/2018
  University Of Montenegro
  Podgorica

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-26
• S63 Uniform Securities Agent State Law Examination
  2025-06-02

Other Names

• Dijana Burnic