Gail Aalund, financial advisor Durango CO
86 score

Gail Aalund

CRD Number: 4428989
Current Firm: Wells Fargo Advisors, LLC

Gail Aalund (CRD# 4428989) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Durango, CO and has over 15 years of experience in the finance industry. Gail Aalund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Daniel Wiggins, financial advisor Durango CO
Daniel J. Wiggins
CRD# 4580878
Black Label Wealth Management, LLC
Score
98
Similar Advisors
Craig Arnwine, financial advisor Durango CO
Craig L. Arnwine
CRD# 2480164
Evergreen Wealth Advisors
Score
97
Similar Advisors
Robert Armstrong, financial advisor Durango CO
Robert A. Armstrong
CRD# 5302908
Swan Global Investments, LLC
Score
96
Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Durango, CO May 2009 - Current 7
Wachovia Securities, LLC Durango, CO Jan 2008 - May 2009 1
A.g. Edwards Durango, CO Jul 2001 - Jan 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gail M. Aalund
Phone Number: 314-875-3000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Gail Aalund and other advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.