Donna Wascher (CRD# 3121008) is an Investment Advisor Representative working at Wells Fargo Advisors in Bourbonnais, IL and has over 12 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 2982008
State Farm Investment Management Corp.
CRD# 2278466
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Bourbonnais, IL | Mar 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Bourbonnais, IL | Nov 2016 - Mar 2022 | 5 |
| Wells Fargo Advisors LLC | Bourbonnais, IL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- IL
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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