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Don Dewees

32 Years of Experience
Greenville, DE
Broker

Don Dewees is a registered investment advisor at Wells Fargo Advisors, based in Greenville, DE, with 32 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

3703 Kennett Pike, Greenville, DE, 19807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Don is involved in several investment-related activities, including serving as treasurer for the Edgar A. Thronson Foundation and investment committee member for the Delaware Center of Horticulture. He also owns Dewees Private Wealth Management Inc, taking about a third of his time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - July 2024 · 24 yrs 9 mos
Wells Fargo Advisors
March 1994 - July 2024 · 30 yrs 4 mos
First Union Capital Markets CORP.Broker
July 1993 - October 1999 · 6 yrs 3 mos
State Registrations32 states
ALARAZCACOCTDCDEFLGAHIIAILINLAMAMDMSNCNHNJNYOHORPASCTNTXVAWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Don Dewees - Financial Advisor | TrueAdvisor