Danielle Thompson, financial advisor Van Wert OH
90 score

Danielle Thompson

CRD Number: 6069500
Current Firm: Wells Fargo Advisors, LLC

Danielle Thompson (CRD# 6069500) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Van Wert, OH and has over 4 years of experience in the finance industry.

Similar Advisors
Thomas Beachy, financial advisor Van Wert OH
Thomas E. Beachy
CRD# 5220029
Creative Financial Designs, Inc.
Score
101
Similar Advisors
Robert Anweiler, financial advisor Van Wert OH
Robert D. Anweiler
CRD# 2233643
Anweiler Financial Management, LLC
Score
96
Similar Advisors
Daniel Bulau, financial advisor Van Wert OH
Daniel J. Bulau
CRD# 1582483
Capital Advisory Services, LLC
Score
96
Company Name Location Dates Years
Wells Fargo Advisors LLC Van Wert, OH May 2012 - Current 4
Wells Fargo Bank Na Van Wert, OH Jun 2008 - Current 8
Ipfw Fort Wayne, IN Aug 2007 - Jun 2008 < 1
National City Bank Fort Wayne, IN Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Danielle M. Thompson
Phone Number: 314-875-3000
Registered State(s):
  • IN
  • OH
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 Danielle Thompson and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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.