WD
CFP
WD
CFP

Warren Denardo

41 Years of Experience
Fort Myers, FL
3 DisclosuresBroker

Warren Denardo is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Fort Myers, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Settled
Customer Dispute
May 2006
Settled
Customer Dispute
March 2004
Settled
Other Business Activities

Warren has a 75% ownership in WDFC LLC and is the President of Denardo Financial Group LTD, dedicating full-time hours to each. He also holds power of attorney for his father, spending minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - October 2022 · 14 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2022 · 14 yrs 9 mos
A. G. Edwards & Sons, INC.
December 2000 - January 2008 · 7 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
July 1984 - January 2008 · 23 yrs 6 mos
State Registrations43 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.