Morgan Stanley
43yrs
Top advisor by experience in Marco Island
31yrs
Dan Cunningham
Financial advisor at Wells Fargo Advisors
Based in Marco Island, Florida, Dan Cunningham is a fiduciary financial advisor with 31 years of industry experience. Dan has been with Wells Fargo Advisors since 2020; before that, Dan spent six years at A. G. Edwards & Sons. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 64 advisors with offices in Marco Island, and one of 59 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
OfficeMarco Island, FL
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2020Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Dan
Marco Island, FLOffice · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htmIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dan
Tailored to Dan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dan
How do I contact Dan?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Dan Cunningham. Dan works from the Marco Island, FL office.
How long has Dan been a financial advisor?
Dan has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does Dan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dan a fiduciary?
Dan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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