Donovan Michael Henkel

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

• 02/2016 → 08/2017
  Unemployed
  Charlotte, NC
• 08/2017 → 07/2021
  Charlotte Catholic High School
  Charlotte, NC
• 07/2021 → 05/2025
  The University Of North Carolina At Charlotte
  Charlotte, NC
• 01/2023 → 05/2025
  Unc Charlotte University Recreation Center
  Charlotte, NC
• 11/2022 → 10/2024
  Carmel Christian School
  Matthews, NC
• 05/2023 → 08/2023
  Henderson Properties
  Charlotte, NC
• 05/2023 → Present
  The American Legion
  Cherryville, NC
• 10/2025 → 02/2026
  Equitable Advisors, Llc
  New York, NY
• 02/2026 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Previous Registrations

• 2025-10-13 → 2026-01-27
  Equitable Advisors, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

The American Legion, 215 N Pink St, Cherryville, NC 28021, 05/20/2023, Baseball Coach, coach high school seniors with the bridge between high school baseball and college baseball. not investment related; 60 Hrs/mo.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-25

Other Names

• Donovan Henkel