ChooseAFinancialAdvisor.com
Advisors / Connecticut / Guilford
29yrs

John Dusza

Financial advisor at Wells Fargo Advisors

Guilford, CT 06437CFP®Top 18% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office157 Goose Lane [Satellite], Guilford, CT 06437
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination

Career

  1. 2012 – now
    Wells Fargo Advisors Financial Network, LLCCurrent firm
  2. 2004 – 2012
    UBS Financial Services Inc.Previously
  3. May 2003 – Aug 2004
    Soundview Capital Management CorporationPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 John

How do I contact John?

Call Wells Fargo Advisors at 314-875-3000 and ask for John Dusza. John works from the Guilford, CT office.

How long has John been a financial advisor?

John has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.

What licenses does John hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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