Dane Mcdonald

CRD 5500807 · Wells Fargo Advisors · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Dane Evan Mcdonald

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 4Series 10Series 9Series 24Series 66
Registered states (1): Missouri
Years in the industry (source record): 17
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 (17)

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
Ballwin, MO · IA capacity

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

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

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

start not retrieved → present
Wells Fargo AdvisorsCurrent
Ballwin, MO · IA capacity

start not retrieved → present
First Clearing, LLC
St. Louis, MO · BC capacity

Jan 13, 2014 → May 11, 2015
National Planning Corporation
St. Albans Rd, MO · BC capacity

Jan 28, 2011 → Jun 1, 2011
Nylife Securities LLC
Creve Coeur, MO · BC capacity

Jul 15, 2009 → Jan 13, 2011
Natcity Investments, Inc.
St. Louis, MO · IA capacity

Oct 14, 2008 → Jun 24, 2009
Natcity Investments, Inc.
St. Louis, MO · BC capacity

Oct 14, 2008 → Jun 24, 2009
Ameriprise Financial Services, Inc.
Chesterfield, MO · IA capacity

May 28, 2008 → Aug 21, 2008
Ameriprise Financial Services, Inc.
Chesterfield, MO · BC capacity

May 12, 2008 → Aug 21, 2008

Source & corrections

Where this page comes from

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