Dierdre Llewellyn is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Terre Haute, IN, 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
2901 Ohio Blvd, Ste 154, Terre Haute, IN, 47803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dierdre works as a bookkeeper for Prime Meridian Realty, a rental property business owned by her siblings, since October 2023. This activity, which is not investment-related, involves making entries on deposits and checks and takes a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Clifton Gunderson Wealth Advisors
Valmark Advisers, INC.
Clifton Gunderson Financial Advisors L.L.C.
Valmark Securities, INC.Broker
Cap Pro Brokerage Services, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations5 states
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