Unclaimed Profile

Daniel James Ludeman

WELLS FARGO ADVISORS, LLC·ST. LOUIS, Missouri

WELLS FARGO ADVISORS, LLC

ONE NORTH JEFFERSON AVENUE, ST. LOUIS, MO 63103-2205CRD# 874126Firm CRD# 19616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel James Ludeman · ST. LOUIS, MO

Registration

CRD #874126 · WELLS FARGO ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

22 disclosures on file · See FINRA BrokerCheck for full record

About

Daniel James Ludeman is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with WELLS FARGO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Daniel James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS

AUM

$558.5B

Regulatory assets under management

Employees

19871

Total firm employees

View all advisors at WELLS FARGO CLEARING SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 874126

Firm CRD# 19616

View on FINRA BrokerCheck →

Looking for a financial advisor in ST. LOUIS?

Browse all registered financial advisors in ST. LOUIS, Missouri or claim this profile if it's yours.

Browse ST. LOUIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel James Ludeman offer?

Daniel James Ludeman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Daniel James Ludeman's credentials?

Daniel James Ludeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel James Ludeman located?

Daniel James Ludeman is based in ST. LOUIS, Missouri, working with WELLS FARGO ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Daniel James Ludeman charge for services?

Daniel James Ludeman's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLS FARGO ADVISORS, LLC?

WELLS FARGO ADVISORS, LLC has approximately 19871 employees and manages $558.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →