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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

DIERDRE LLEWELLYN

Advisor at WELLS FARGO ADVISORS

TERRE HAUTE, IN

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Search this name across graphsid dfx:ria:75ce85a8-98eb-2c7a-e63a-58897c813f11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 6, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 6, 1998
First registration: Mar 7, 2006
Dual registered: yes, broker-dealer
Other names: DIERDRE JOHNSTON|DERRI LLEWELLYN|DIERDRE JOHNSTON LLEWELLYN
IAPD individual key: 3002223

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Apr 14, 2022	n/a	yes	TERRE HAUTE, IN	Current employment
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Feb 27, 2012	Dec 8, 2014	no	TERRE HAUTE, IN\|MINNEAPOLIS, MN	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	Apr 2, 2008	Feb 27, 2012	no	TERRE HAUTE, IN	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	Nov 30, 2007	Mar 31, 2008	no	TERRE HAUTE, IN	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	Mar 7, 2006	Dec 7, 2007	no	TERRE HAUTE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	WELLS FARGO ADVISORS	Dec 8, 2014	Apr 14, 2022	2,684	Firm change after gap	Other
CLIFTON GUNDERSON WEALTH ADVISORS	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Feb 27, 2012	Feb 27, 2012	0	Firm change	Other
VALMARK ADVISERS, INC.	CLIFTON GUNDERSON WEALTH ADVISORS	Mar 31, 2008	Apr 2, 2008	2	Firm change	Other
CLIFTON GUNDERSON WEALTH ADVISORS	VALMARK ADVISERS, INC.	Dec 7, 2007	Nov 30, 2007	-7	Firm change	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Apr 14, 2022 to presentfactForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 27, 2012 to Dec 8, 2014factForm ADV
→ CLIFTON GUNDERSON WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 2, 2008 to Feb 27, 2012factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Nov 30, 2007 to Mar 31, 2008factForm ADV

Dated events

No dated event names this entity yet.