Dawn Lee
Dawn Lee is a registered investment advisor at Wells Fargo Advisors, based in Grand Rapids, MI, with 28 years of industry experience. Dawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2025 E Beltline SE Ste 501, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Criminal
December 1983Other Business Activities
Dawn works as a home mail processor for Our Daily Bread Ministries, analyzing and processing requests received via mail, email, chat, and online orders. This activity takes about a quarter of her time and is not investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley Dw INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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