TrueAdvisor
TrueAdvisor
DA
DA

Daniel Aller

Wells Fargo Advisors
21 Years of Experience
Fresno, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Daniel Aller is a registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

Fresno, CA

Get directions

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
February 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel has 100% ownership of DJ Aller Holdings, LLC since April 2025. This activity, related to investments, takes significantly more than full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 9 mos
Wells Fargo Advisors Financial Network, LLC
August 2025 - Present · 9 mos
Wells Fargo Advisors
August 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors
January 2011 - August 2025 · 14 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2025 · 14 yrs 7 mos
Wells Fargo Investments, LLC
April 2005 - January 2011 · 5 yrs 9 mos
Wells Fargo Investments, LLCBroker
April 2005 - January 2011 · 5 yrs 9 mos
Morgan Stanley
June 2004 - January 2005 · 7 mos
Morgan Stanley Dw INC.Broker
March 2004 - January 2005 · 10 mos
State Registrations6 states
AZCANVPASCTX
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.
More financial advisors in Fresno, CA →All financial advisors in California →