Don Dewees

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Greenville, DE
• 11/2016 → 07/2024
  Wells Fargo Clearing Services, Llc
  Greenville, DE
• 07/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Greenville, DE

Previous Registrations

• 1994-03-10 → 2024-07-18
  Wells Fargo Clearing Services, Llc
  Greenville, DE
  Greenville, DE

Other Businesses

EDGAR A. THRONSON FOUNDATION, INV RELATED, GREENVILLE, DE, TREASURER, START 7/1/1995, MINIMAL HOURS PER MONTH, ZERO DURING TRADING, PRIVATE FOUNDATION. POA FOR FATHER, INVESTMENT RELATED, GREENVILLE DE, START 07/11, 1 HR/MO. POA FOR MOTHER, INVESTMENT RELATED, GREENVILLE DE, START 07/11, 0 HR/MO. DEWEES PROPERTIES LLC; INVESTMENT RELATED; GREENVILLE, DE; 33% OWNERSHIP, START 2/1/2011; 1 HR PER MONTH; 0 HRS DURING TRADING, HOLDS RENTAL PROPERTIES. DELAWARE CENTER OF HORTICULTURE, INV RELATED, WILMINGTON, DE, INVESTMENT COMMITTEE MEMBER, START 7/26/2024, 1 HOUR PER MONTH, 1 HR DURING TRADING, ATTENDING MEETINGS TO REVIEW ENDOWMENT POLICY AND INVESTMENT PORTFOLIO WITH THE ADVISOR TO MAKE RECOMMENDATIONS. LEADING THROUGH RIGOROUS AND DISCIPLINED INVESTMENT PROCESS, INVESTMENT STRATEGY AND PORTFOLIO TWEAKING. DEWEES PRIVATE WEALTH MANAGEMENT INC; INV RELATED; GREENVILLE, DE; 100% OWNERSHIP; START DATE 1/1/2024; 60 HOURS PER MONTH; 60 DURING TRADING; FINET PRACTICE. BEBE PROPERTIES LLC; INV RELATED; GREENVILLE, DE; 33% OWNERSHIP; START DATE 7/31/2024; 2 HOURS PER WEEK; 0 DURING TRADING; DUTIES: PRESIDENT. EDGAR THRONSON FOUNDATION, INVT RELATED, GREENVILLE, DE, TREASURER, START DATE 7/1/1996, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING INVESTMENT PERFORMANCE AND GRANT REQUESTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-20
• S63 Uniform Securities Agent State Law Examination
  1993-08-06

Other Names

• Don Dewees
• Donald Charles Dewees
• Don Dewees