DM
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Dane Mcdonald

16 Years of Experience
St. Louis, MO
Broker

Dane Mcdonald is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 16 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

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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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.

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Other Business Activities

Dane provides services for a catering company's events through Urban Canvas, dedicating a few hours per week. Dane also owns 50% of farmland rental property, but spends no time on it.

Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
March 2012 - Present · 14 yrs 2 mos
Wells Fargo Clearing Services, LLC
March 2012 - Present · 14 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2017 - July 2018 · 1 yr 3 mos
Wells Fargo Advisors Financial Network, LLC
April 2017 - December 2017 · 8 mos
First Clearing, LLCBroker
January 2014 - May 2015 · 1 yr 4 mos
National Planning CorporationBroker
January 2011 - June 2011 · 5 mos
Nylife Securities LLCBroker
July 2009 - January 2011 · 1 yr 6 mos
Natcity Investments, INC.
October 2008 - June 2009 · 8 mos
Natcity Investments, INC.Broker
October 2008 - June 2009 · 8 mos
Ameriprise Financial Services, INC.
May 2008 - August 2008 · 3 mos
Ameriprise Financial Services, INC.Broker
May 2008 - August 2008 · 3 mos
State Registrations1 state
MO
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.
Dane Mcdonald - Financial Advisor | TrueAdvisor