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Douglas Everett Wells

WELLS TRECASO FINANCIAL GROUP, LLC·AKRON, Ohio
Clean recordWELLS TRECASO FINANCIAL GROUP, LLC
3560 WEST MARKET STREET, AKRON, OH 44333CRD# 1063410Firm CRD# 289899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Everett Wells · AKRON, OH
Registration
CRD #1063410 · WELLS TRECASO FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Everett Wells is a registered financial advisor based in AKRON, Ohio, affiliated with WELLS TRECASO FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WELLS TRECASO FINANCIAL GROUP, LLC
WELLS TRECASO FINANCIAL GROUP, LLC
AUM
$483M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WELLS TRECASO FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1063410
Firm CRD# 289899
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Everett Wells offer?
Douglas Everett Wells specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AKRON, Ohio for a consultation.
What are Douglas Everett Wells's credentials?
Douglas Everett Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Everett Wells located?
Douglas Everett Wells is based in AKRON, Ohio, working with WELLS TRECASO FINANCIAL GROUP, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Douglas Everett Wells charge for services?
Douglas Everett Wells's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLS TRECASO FINANCIAL GROUP, LLC?
WELLS TRECASO FINANCIAL GROUP, LLC has approximately 6 employees and manages $483M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLS TRECASO FINANCIAL GROUP, LLC

Christopher C Walters
AKRON, OH
Ralph Edward Trecaso
AKRON, OH

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