Dane Andrew Curtner
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2026 to now
- Wells Fargo Bank, NAApr 2026 to now
- UnemployedJun 2025 to Apr 2026
- Atlantic Unioln BankMay 2022 to Jun 2025
- UnemployedJul 2021 to May 2022
- First Citizens Investor ServicesMar 2021 to Jul 2021
- UnemployedJul 2019 to Feb 2021
- Suntrust Investment Services, IncMay 2017 to Jul 2019
- Wells Fargo Bank NASep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6493286
- Firm CRD
- 19616