DC
DC

Donald Cornagie

30 Years of Experience
Collegeville, PA
1 DisclosureBrokerSells Insurance

Donald Cornagie is a registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 30 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

555 Second Avenue, Suite D-300, Collegeville, PA, 19426

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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
January 2003
Settled
Other Business ActivitiesSells Insurance

Donald owns commercial rental property with his spouse since 2010 and is the owner of Finet Practice. He also owns 100% of Cornagie Wealth Management, LLC, dedicating significantly more than full-time hours to it, and works as a financial advisor for Princeton Harriman Insurance Solutions a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2006 - June 2012 · 6 yrs 3 mos
Wells Fargo Advisors, LLCBroker
June 2004 - June 2012 · 8 yrs
Morgan Stanley Dw INC.Broker
November 2000 - June 2004 · 3 yrs 7 mos
Painewebber IncorporatedBroker
May 1999 - December 2000 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1995 - June 1999 · 3 yrs 6 mos
State Registrations30 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.
Donald Cornagie - Financial Advisor | TrueAdvisor