DW
DW

Donna Wascher

17 Years of Experience
Bourbonnais, IL
Broker

Donna Wascher is a registered investment advisor at Wells Fargo Advisors, based in Bourbonnais, IL, with 17 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.

Loading...

Location

232 Main Street Nw, [Satellite], Bourbonnais, IL, 60914

Get directions

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.

Learn about disclosures →
Other Business Activities

Donna owns a rental property in Bourbonnais, IL since 1988 with her spouse. She spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2012 - March 2022 · 10 yrs
Wells Fargo Clearing Services, LLCBroker
September 2008 - March 2022 · 13 yrs 6 mos
State Registrations32 states
ALARAZCACOCTFLGAIAILINKSKYMAMDMIMNMONCNJNMNYOHOKRISCTNTXUTVAWAWI
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.