Dalton Homan
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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 Advisors Financial Network, LLCJul 2026 to now
- Edward JonesOct 2018 to Jul 2026
- First Community BankAug 2017 to Jul 2018
- Malvern Country ClubJun 2016 to Aug 2017
- Lyon CollegeAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7024308
- Firm CRD
- 11025