Demontae Foots, financial advisor Menomonee Falls WI
93 score

Demontae Foots

CRD Number: 5457471
Current Firm: Wells Fargo Funds Management, LLC

Demontae Foots (CRD# 5457471) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Funds Distributor, LLC Menominee Falls, WI Nov 2007 - Current 9
Word Of Hope Ministries Milwaukee, WI Jan 2007 - Nov 2007 < 1
Genesis Behavioral Services Milwaukee, WI Dec 2006 - Jan 2007 < 1
Genesis Behavioral Services Milwaukee, WI Aug 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Demontae M. Foots
Phone Number: 415-396-6122
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    244,810
    MILLIONS
  • Total Number of Accounts
    3,641
    ACCOUNTS
  • Average Account Value
    $67,237,085
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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