David D Levenhagen
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$252.3BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLCNov 2025 to now
- Wells Fargo Clearing Services, LLCJun 2025 to Nov 2025
- Bank of America, N.A.Feb 2023 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Mar 2023
- USAASep 2020 to Dec 2022
- TargetcwSep 2019 to Aug 2020
- UnemployedJul 2019 to Aug 2019
- USAADec 2013 to Jun 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 2792667
- Firm CRD
- 11025