DC
DC
David Choden
45 Years of Experience
Bonita Springs, FL
1 DisclosureBroker
David Choden is a registered investment advisor at Wells Fargo Advisors, based in Bonita Springs, FL, with 45 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
Bonita Springs, FL
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Regulatory History (1)
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Customer Dispute
August 2008Settled
Other Business Activities
David has 100% ownership of Panorama Wealth Partners, LLC, an investment advisory business. He dedicates a full-time commitment to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
August 2025 - Present · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors
August 2016 - August 2025 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2025 · 17 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
March 1983 - January 2008 · 24 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1981 - March 1983 · 2 yrs 2 mos
State Registrations36 states
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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.