Kimberly Robinson
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2023 to now
- Wells Fargo Clearing ServicesSep 2022 to Jul 2023
- AerotekJul 2022 to Jul 2023
- Wells Fargo Clearing ServicesJun 2021 to May 2022
- Aerotek IncMay 2021 to May 2022
- UnemployedMar 2020 to May 2021
- Buckingham Asset Management, LLCJul 2019 to Mar 2020
- StifelMay 2018 to Jun 2019
- Fiduciary Advisors, Inc.Nov 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4896812
- Firm CRD
- 19616