Devon McLain
Financial advisor at Wells Fargo Advisors
Devon McLain has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Lincoln, Nebraska. After less than a year at Kingswood Wealth Advisors, Devon joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 550 advisors with offices in Lincoln, and one of 523 fiduciaries.
At a glance
Services through Wells Fargo Advisors
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
- Feb 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2024 – Jan 2025Kingswood Wealth Advisors, LLCPreviously
Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
About Devon
How do I contact Devon?
Call Wells Fargo Advisors at 314-875-3000 and ask for Devon McLain. Devon works from the Lincoln, NE office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Devon 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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Lincoln, NE 68508