Donna Behrendt, financial advisor Newport Beach CA
93 score

Donna Behrendt

CRD Number: 1373425
Current Firm: Wells Fargo Advisors, LLC

Donna Behrendt (CRD# 1373425) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Newport Beach, CA Apr 2012 - Current 4
Morgan Stanley Smith Barney Monarch Beach, CA Jun 2009 - Apr 2012 2
Morgan Stanley & Company, Incorporated Monarch Beach, CA Apr 2007 - Jun 2009 2
Dean Witter Reynolds Inc. Laguna Hills, CA Jan 1998 - Apr 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Donna J. Behrendt
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
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

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

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