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David Fortmeyer

Wells Fargo Advisors Financial Network, LLC

Fort Wayne, IN

Fort Wayne, IN

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Current Employers
Wells Fargo Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-07-07
TX RA APPROVED 2023-07-06
  • IN RA
    APPROVED
    Since 2023-07-07
  • TX RA
    APPROVED
    Since 2023-07-06

Branch Locations

6714 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States

Fort Wayne, IN • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Fort Wayne IN 05/2009 11/2016
Wells Fargo Clearing Services, Llc Fort Wayne IN 11/2016 07/2023
Wells Fargo Advisors Financial Network, Llc Fort Wayne IN 07/2023 Present
Previous Registrations
  • 2008-01-01 → 2023-07-06
    Wells Fargo Clearing Services, Llc
    Fort Wayne, IN
    Fort Wayne, IN
  • 1998-12-30 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Fort Wayne, IN
    Fort Wayne, IN
    St. Louis, MO
Other Businesses

DAVE FORTMEYER, LLC, INV RELATED, FORT WAYNE, IN, 100% OWNERSHIP, START: 6/7/2023, 200 HOURS A MONTH, 140 HOURS DURING TRADING, FINET PRACTICE .

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-03
S63 Uniform Securities Agent State Law Examination 1985-06-12
  • S65 Uniform Investment Adviser Law Examination
    2019-10-03
  • S63 Uniform Securities Agent State Law Examination
    1985-06-12
Other Names
  • David Alan Fortmeyer

View on SEC IAPD

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Other Investors

GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER
DAVID MICHAEL MEYER
NOEL HOLLIS KNOX
Kyle Edward Farmer
Joseph A Hampton
KEVIN THOMAS NOLL

Other Offices

MONARCH CAPITAL MANAGEMENT INC · FORT WAYNE, IN
SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · FORT WAYNE, IN
LPL FINANCIAL LLC · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · Fort Wayne, IN
TRADEWELL TAX & FINANCIAL · FORT WAYNE, IN
WELLS FARGO CLEARING SERVICES, LLC · FORT WAYNE, IN

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