Inactive

Donald Allen Wales

Cresfund Advisors

Claim This Profile

Current Employers

Cresfund Advisors

2700 Mount Vernon Rd, Dunwoody, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-06-01
TX	RA	APPROVED	2025-09-16
GA	RA	APPROVED	2025-08-07

NC RA
APPROVED

Since 2026-06-01
TX RA
APPROVED

Since 2025-09-16
GA RA
APPROVED

Since 2025-08-07

Branch Locations

2700 Mount Vernon Rd, Dunwoody, GA 30338 • 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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network, Llc	Charlotte	NC	10/2015	12/2018
Cresfund Advisors, Llc	Atlanta	GA	05/2025	Present
Cresfund Partners	Fayetteville	NC	12/2018	05/2025

10/2015 → 12/2018

Wells Fargo Advisors Financial Network, Llc

Charlotte, NC
05/2025 → Present

Cresfund Advisors, Llc

Atlanta, GA
12/2018 → 05/2025

Cresfund Partners

Fayetteville, NC

Previous Registrations

2015-10-23 → 2018-09-06

Wells Fargo Advisors Financial Network, Llc

Charlotte, NC
2012-07-03 → 2014-11-10

Wells Fargo Advisors Financial Network, Llc

Charlotte, NC
2008-07-28 → 2012-02-09

Wells Fargo Advisors Financial Network, Llc

Charlotte, NC
2007-11-29 → 2008-07-25

Waddell & Reed

Charlotte, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-10
S63	Uniform Securities Agent State Law Examination	2007-08-11

S65 Uniform Investment Adviser Law Examination

2025-07-10
S63 Uniform Securities Agent State Law Examination

2007-08-11

Other Names

Don Wales

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

NEWEDGE ADVISORS

HWM WEALTH MANAGEMENT LLC

GALLAGHER FIDUCIARY ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

TIMBERLAND INVESTMENT RESOURCES, LLC

COMPASS WEALTH MANAGEMENT, LLC

Other Investors

ISAAC RAY WHITMORE

JASON MICHAEL JANSEN

RICARDO GUTIERREZ

GEORGE R SUCHIT

JAKE DANIEL CUSSON

Other Offices

STRATEGIC ADVISERS LLC · DUNWOODY, GA

NEWEDGE ADVISORS · Atlanta, GA

HWM WEALTH MANAGEMENT LLC · ATLANTA, GA

GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA

TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA

COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA

More in Dunwoody, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor