David Mark Wilfert

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-08-31
MN	RA	APPROVED	2026-03-21

Branch Locations

30 S Wacker Dr Ste 4000 [Gs-Rbo], Chicago, IL 60606 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Clearing Services	Minneapolis	MN	07/2025	Present
Wells Fargo Bank	Minneapolis	MN	10/2025	Present
Birk & Lee Wealth Management	Bloomington	MN	03/2025	06/2025
Wells Fargo Advisors	Bloomington	MN	09/2024	03/2025
University Of Minnesota - Carlson School Of Management	Minneapolis	MN	09/2021	12/2024
Wells Fargo	Charlotte	NC	06/2024	08/2024
Orono High School	Long Lake	MN	09/2017	09/2021
Orono Middle School	Long Lake	MN	09/2014	09/2017

07/2025 → Present

Wells Fargo Clearing Services

Minneapolis, MN
10/2025 → Present

Wells Fargo Bank

Minneapolis, MN
03/2025 → 06/2025

Birk & Lee Wealth Management

Bloomington, MN
09/2024 → 03/2025

Wells Fargo Advisors

Bloomington, MN
09/2021 → 12/2024

University Of Minnesota - Carlson School Of Management

Minneapolis, MN
06/2024 → 08/2024

Wells Fargo

Charlotte, NC
09/2017 → 09/2021

Orono High School

Long Lake, MN
09/2014 → 09/2017

Orono Middle School

Long Lake, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-21