Donald A. Wales

CRESFUND ADVISORS

DUNWOODY, GA 30338

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CRD#: 5207402

Professional summary

Donald Allen Wales, who also goes by Don Wales, is a registered financial advisor currently at CRESFUND ADVISORS located in Dunwoody, Georgia.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Donald has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Wales

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

HARRIS LIMO; NOT INV RELATED; CHARLOTTE, NC; 100% OWNERSHIP; START 6/2014; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Allen Wales's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 7, 2025 - Present

CRESFUND ADVISORS

Office #1: 2700 Mount Vernon Rd, Dunwoody, GA 30338

RIA

CRD#: 337933

DUNWOODY, GA

Past

October 23, 2015 - September 6, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHARLOTTE, NC

Past

October 23, 2015 - September 6, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CHARLOTTE, NC

Past

July 3, 2012 - November 10, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHARLOTTE, NC

Past

July 3, 2012 - November 10, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CHARLOTTE, NC

Past

August 22, 2008 - February 9, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CHARLOTTE, NC

Past

July 28, 2008 - February 9, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHARLOTTE, NC

Past

November 29, 2007 - July 25, 2008

WADDELL & REED

RIA

CRD#: 866

CHARLOTTE, NC

Past

November 6, 2007 - July 25, 2008

WADDELL & REED

CRD#: 866

CHARLOTTE, NC

Past

July 23, 2007 - October 24, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/7/2025)

IAR

Texas
(9/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/10/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/11/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/6/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/21/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRESFUND ADVISORS

CRESFUND ADVISORS | CRESFUND ADVISORS, LLC

CRD#: 337933 / SEC#:

Georgia

Registered Investment Advisory firm - (8/7/2025 Approved)

Texas

Registered Investment Advisory firm - (9/5/2025 Conditional Restricted)

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Contact information

Main Address

2700 Mount Vernon Rd, Dunwoody, GA 30338

Mailing Address

Phone number

(770) 288-5569

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald A. Wales

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Allen Wales's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WADDELL & REED

WADDELL & REED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2025

Series 63

Date: 8/11/2007

SIE

Date: 9/6/2018

Series 7

Date: 8/21/2008

Series 6

Date: 7/21/2007

Current Firm

CRESFUND ADVISORS

Contact information

Documents

Red Flags

Company Information

CRESFUND ADVISORS

TRUST BUT VERIFY

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