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Dane Blue

7 Years of Experience
Elkhart, IN
Broker

Dane Blue is a registered investment advisor at Wells Fargo Advisors, based in Elkhart, IN, with 7 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

663 County Road 17, Ste 5, Elkhart, IN, 46516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dane has 50% ownership in Piazza Blue Wealth Management LLC and 100% ownership in Wells Nardo LLC. He also serves as co-trustee for Piazza Blue Wealth Management 401k, dedicating minimal time to this role, while his work at Piazza Blue Wealth Management LLC takes nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - November 2021 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - November 2021 · 3 yrs 3 mos
State Registrations34 states
AKALAZCACOCTDCFLGAIDILINKSKYMAMDMIMNMONCNJNYOHPARISCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.