Todd Demoss is a registered investment advisor at Wells Fargo Advisors, based in Omaha, NE, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
13305 Birch Dr., Suite 203 2nd Floor, Omaha, NE, 68164
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
March 2005Other Business Activities
Todd has ownership stakes in three companies: DeMoss Wealth Management LLC (100% ownership, started 4/24/2023, about 10-20% of his time), Arvada Wealth LLC (50% ownership, started 4/4/2023, full-time), and Red Heron LLC (100% ownership with spouse, started 4/1/2024, minimal time). All three companies are investment-related.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward JonesBroker
State Registrations31 states
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