SD
CFP
SD
CFP

Samson Demoss

4 Years of Experience
West Des Moines, IA
Broker

Samson Demoss is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in West Des Moines, IA, with 4 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

West Des Moines, IA

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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

Samson is the owner of Samson Wealth Management LLC, a S-Corp, since September 2023. This is a full-time commitment for Samson.

Employment History
Current Registrations
Wells Fargo Advisors
September 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
August 2021 - July 2023 · 1 yr 11 mos
Northwestern Mutual Investment Services, LLCBroker
July 2021 - July 2023 · 2 yrs
State Registrations17 states
AZCACOFLIAINKSMAMNMOMSMTNDNESDTXUT
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.
Samson Demoss - Financial Advisor | TrueAdvisor