David Levenhagen is a CFA, CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 3 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
777 E. Sonterra Blvd, 140 1st Fl, San Antonio, TX, 78258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is a partner (40% ownership) in A3 East Ventures LLC dba WaveMAX Laundry, a self-service laundromat. He spends a few hours per week on business-related tasks such as payroll, supplies, and maintenance.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations44 states
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