Deanna Loesche

CRD 3074323 · Wells Fargo Advisors · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Deanna Louise Kays; Deanna L. Loesche; Deanna L Loesche; Deanna Louise Loesche; Deanna Kays Wallett

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 99TOSIESeries 7Series 10Series 9Series 24Series 66Series 63
Registered states (1): Missouri
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 11025
SEC number: 801-57434
Assets under management: $252.3B as of Jun 3, 2026
Website: stories.wf.com ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (15)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Wells Fargo Advisors Financial Network, LLCCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Wells Fargo Advisors Financial Network, LLCCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Archford Capital Strategies, LLC
Swansea, IL · IA capacity

Jan 10, 2020 → Mar 26, 2024
Private Client Services, LLC
Swansea, IL · BC capacity

Jun 1, 2023 → Jan 16, 2024
Purshe Kaplan Sterling Investments
Swansea, IL · BC capacity

Apr 6, 2020 → Jun 2, 2023
Infinex Investments, Inc.
Swansea, IL · BC capacity

Jan 18, 2017 → Jan 3, 2020
First Brokerage America, L.L.C.
Swansea, IL · BC capacity

Jan 5, 2010 → Jan 27, 2017
Morgan Keegan & Company, Inc.
Freeburg, IL · IA capacity

Mar 28, 2007 → Dec 31, 2009
Morgan Keegan & Company, Inc.
Memphis, TN · BC capacity

Mar 28, 2007 → Dec 31, 2009
Thrivent Investment Management Inc.
Freeburg, IL · IA capacity

Aug 1, 2005 → Dec 11, 2006
Thrivent Investment Management Inc.
Freeburg, IL · BC capacity

Jun 3, 2005 → Dec 11, 2006
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Aug 12, 1999 → Feb 4, 2003

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 3074323 ↗ FINRA BrokerCheck record for CRD 3074323 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.