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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Michele Wehrhan is a financial advisor with &partners, LLC. Dawn has been in the financial services industry since 2002 and has experience working with individual and institutional clients. Dawn is licensed to provide investment advice in several states, including Texas and Virginia. She has a strong background in financial planning, portfolio management and retirement planning. Dawn is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/10/2024 - Present
&partners (NASHVILLE TN)
VA
04/01/2008 - 05/15/2024
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
VA
03/10/2006 - 11/29/2007
INVESTORS SECURITY COMPANY, INC. (VIRGINIA BEACH VA)
FL
05/19/2004 - 03/03/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AZ
08/31/2000 - 10/29/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 09/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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