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Dean Adelman

38 Years of Experience
Saint Cloud, MN
1 DisclosureBroker

Dean Adelman is a registered investment advisor at Wells Fargo Advisors, based in Saint Cloud, MN, with 38 years of industry experience. Dean 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

400 1st St S 2nd Fl, Saint Cloud, MN, 56301

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History

Regulatory History (1)
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
September 2003
Denied
Other Business Activities

Dean serves as power of attorney for his grandma and grandpa since 2015, both investment-related activities. These activities take about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
November 2004 - January 2011 · 6 yrs 2 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - December 2003 · 3 yrs
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
May 1992 - December 2000 · 8 yrs 7 mos
American Express Financial Advisors INC.Broker
September 1987 - April 1992 · 4 yrs 7 mos
State Registrations28 states
AZCACODCFLGAIAIDINMAMIMNMOMTNDNENMNVOHSCSDTNTXUTVAVTWIWV
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.
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