Deanna Loesche
Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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
16 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2024 to now
- Private Client ServicesJun 2023 to Jan 2024
- Purshe Kaplan Sterling Investments, IncApr 2020 to Jun 2023
- Archford Capital Strategies, LLCDec 2019 to Jan 2024
- Infinext Investments, Inc.Jan 2017 to Dec 2019
- First Brokerage America, LLCJan 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 3074323
- Firm CRD
- 19616