David Wisniewski

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
  Baltimore, MD
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Previous Registrations

• 2009-03-20 → 2022-09-12
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
  Bethany Beach, DE
  Bethany Beach, DE
  Bethany Beach, DE
• 1999-01-01 → 2009-04-14
  Citigroup Global Markets Inc.
  Lutherville, MD
  Lutherville, MD

Other Businesses

PROFESSIONAL SKI INSTRUCTORS OF AMERICA EASTERN DIVISION (PSIA-E), NOT INV RELATED, ALBANY, NY, BOARD OF EXAMINARS MEMBER, START 1/1/1999, 15 HOURS PER MONTH, 0 DURING TRADING, TRAINING AND CERTIFYING ALPINE SKI INSTRUCTION. SNOW OPERATING, NOT INV RELATED, MONTVILLE, NJ, ALPINE SKI COACH, START 1/15/2019, 15 HOURS PER MONTH, 4 HOURS DURING TRADING, SKI COACHING. WIZ FINANCIAL LLC, INV RELATED, BETHANY BEACH, DE, 100% OWNERSHIP, START 7/8/2022, 45 HOURS PER MONTH, 45 HOURS DURING TRADING, FINET PRACTICE. VAIL RESORTS; NOT INV RELATED; BROOMFIELD, CO; SKI INSTRUCTOR; START DATE 2/7/2025; 12 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-17
• S63 Uniform Securities Agent State Law Examination
  1986-09-10

Other Names

• David Michael Wisniewski