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John Dean Wellman

Variable Investment Associates, Inc.

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About John Dean Wellman

John Dean Wellman is a registered investment advisor associated with Variable Investment Associates, Inc. John has been in the industry since July 9, 1997. John has a Series 6 license which is the Investment Company Products/Variable Contracts Representative Examination. John also has a Series 63 license which is the Uniform Securities Agent State Law Examination and a SIE license, which is the Securities Industry Essentials Examination. John has a current registration in Minnesota. John's previous employers were Sammons Securities Company, LLC, Walnut Street Securities, Inc., and Franklin Financial Services Corporation.

Firm Information

John Wellman is currently registered with Variable Investment Associates, Inc.. Variable Investment Associates, Inc. is a Corporation formed in 1997-10-03. It is approved and registered in 49 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Wellman’s Registration & Firm History

SD

12/19/2012 - Present

Variable Investment Associates, Inc. (TEA SD)

MN

02/09/2002 - 11/12/2012

SAMMONS SECURITIES COMPANY, LLC (ST. CLOUD MN)

CA

08/12/1997 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

TX

06/04/1997 - 08/12/1997

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Dean Wellman. Review regulatory record here.
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