Dean Andersen

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
  Atlanta, GA
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 10/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2009-03-06 → 2020-10-01
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 2003-05-05 → 2009-03-05
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

RENTAL PROPERTY, INV RELATED, SUCHES, GA, 100% OWNERSHIP, START 12/19/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. RENTAL PROPERTY VIA AIRBNB, INV RELATED, EAST DORSET, VT, 100% OWNERSHIP, START 4/16/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. ROWLAND HAZARD HOLDINGS LLC; INV RELATED, ATLANTA, GA, 50% OWNERSHIP, START 4/1/2020, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. CROSSROADS WEALTH MANAGEMENT GROUP LLC, INV RELATED, ATLANTA, GA, 50% OWNERSHIP, START 10/5/2020, 40 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. ANDERSEN FINANCIAL SERVICE INC, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 9/8/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. RENTAL PROPERTY; INV. RELATED; CONYERS,GA; 100% OWNERSHIP; START DATE 06/10/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. FARM RETREATS, LLC; NOT INV. RELATED; NORCROSS,GA; 100% OWNERSHIP; START DATE 11/23/2021; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; FARM. MONTANA SOCIETY, LLC; NOT INV. RELATED; EMIGRANT,MT; 100% OWNERSHIP; START DATE 10/1/2021; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; TELEVISION SHOW. RENTAL PROPERTY; INV. RELATED; SANTA ROSA BEACH,FL; 100% OWNERSHIP; START DATE 10/2/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. JWA PROPERTIES, LLC; NOT INV. RELATED; SANTA ROSA BEACH,FL; 100% OWNERSHIP; START DATE 09/18/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; SANTA ROSA BEACH,FL; 100% OWNERSHIP; START DATE 09/18/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INVT RELATED, BONDVILLE, VT, 100% OWNERSHIP, START DATE 12/1/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. ANDERSEN FINANCIAL SERVICES, LLC / MT, INVT RELATED, EMIGRANT MT, 100% OWNERSHIP, START DATE 4/18/2023, 20-80 HRS PER MONTH AND AS NEEDED DURING TRADING, FOR FINET . RENTAL PROPERTY - ARCTURUS; INV RELATED;EMIGRANT,MT; RENTAL;100% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING; THE BUNKER OF PARADISE LLC ; INV RELATED;EMIGRANT,MT; RENTAL;100% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING; MONTANA BUNKER - BUNK LLC ; INV RELATED;EMIGRANT,MT; RENTAL HOME/PROPERTY;100% OWNERSHIP; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-04
• S63 Uniform Securities Agent State Law Examination
  1988-01-06

Designations

• Certified Financial Planner

Other Names

• Dean W Andersen
• Dean William Anderson
• Dean W Anderson
• Dean William Andersen