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Daniel Dirgo

6 Years of Experience
Greenwood Village, CO
1 DisclosureBroker

Daniel Dirgo is a registered investment advisor at Wells Fargo Advisors, based in Greenwood Village, CO, with 6 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5613 Dtc Pkwy, Ste 1000, Greenwood Village, CO, 80111

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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.
Financial
June 2024
Final
Other Business Activities

Daniel works as a driver for Lyft, a non-investment related activity. This takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2020 - Present · 6 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2019 - Present · 6 yrs 10 mos
State Registrations42 states
ALARAZCACOCTFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNENHNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
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.
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