AdvisorOS Directory
Claim Profile
DW

Douglas Everett Wells

WELLS TRECASO FINANCIAL GROUP, LLC·AKRON, Ohio
Unclaimed Profile
3560 WEST MARKET STREET, AKRON, OH 44333CRD# 1063410Firm CRD# 289899
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AKRON?

Browse all registered financial advisors in AKRON, Ohio or claim this profile if it's yours.

Browse AKRON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AKRON
Shelly Ann Goering — VALMARK RETIREMENT ADVISERS, LLCMichael Andrew Mcclary — VALMARK ADVISERS INCDouglas Frederick Wilburn — VALMARK ADVISERS INCCaleb Jonathan Callahan — VALMARK ADVISERS INCLawrence Joseph Rybka — VALMARK ADVISERS INC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile