David Nelson Wells
Investment adviser representative at Wells Financial Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$132.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Wells Financial Management, LLCJul 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1990
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Wells Financial Management, LLC
$132.7MAssets managed
98Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1943352
- Firm CRD
- 158030