Dustin William Schofield

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

• 07/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  St. George, UT

Previous Registrations

• 2009-06-01 → 2012-08-23
  Morgan Stanley
  St. George, UT
  Salt Lake City, UT
  Salt Lake City, UT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  St. George, UT
  Salt Lake City, UT
• 2006-01-11 → 2007-04-02
  Morgan Stanley Dw Inc.
  St. George, UT
  Saint George, UT
  Salt Lake City, UT

Other Businesses

TSG PROPERTIES LLC; INV RELATED; ST. GEORGE, UT; 50% OWNERSHIP; START 10/1/2017; 0 HRS PER MONTH; HOLDSCOMMERCIAL RENTAL PROPERTY. SGU HOLDINGS LLC; INV RELATED; ST. GEORGE, UT; 20% OWNERSHIP; START 11/12/2018; 0 HRS PER MONTH; DUTIES: MEMBER ; LLC HOLDS INVESTMENT ENTITY. MOUNTAIN FEVER LLC; INV RELATED; DUCK CREEK VILLAGE, UT; 100% OWNERSHIP; START 10/1/2017; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; MANAGER. SCHOFIELD WEALTH MANAGEMENT LLC; INVESTMENT RELATED; ST. GEORGE, UT; 50% OWNERSHIP; START 8/1/2012; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; MANAGER OF THE LLC. SCHOFIELD CAPITAL LLC; INV RELATED; ST. GEORGE, UT; 100% OWNERSHIP; START 8/1/2012; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; MANAGER OF THE LLC. COUNTRY LANE COMMONS LLC, INV RELATED, ST. GEORGE, UT, 20% OWNERSHIP, START 5/15/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS LAND FOR FURTURE SHOPPING CENTER.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-10