Derek Matthew Hahn
Investment adviser representative at Wells Fargo Advisors
24 yearsExperience
2 statesRegistered 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
24 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2018 to now
- Wi Army National GuardAug 2002 to now
- BMO Harris Financial Advisors, Inc.Aug 2012 to Nov 2018
- BMO Harris Bank NAJul 2011 to Nov 2018
- M&i Financial Advisors IncJun 2011 to Nov 2018
- M&i Insurance Services IncJun 2011 to Nov 2018
- M&i Trust CompanyJun 2011 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5194748
- Firm CRD
- 19616