Kelly Marie Stobb
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$671.4BFirm assets
Are you Kelly Marie Stobb? Claim your profile
Contact this firm
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
15 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2022 to now
- Private Wealth Asset ManagementAug 2021 to Aug 2022
- US Bank Wealth ManagementJul 2019 to Jul 2021
- Transamerica Life InsuranceJun 2011 to Jul 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 5248047
- Firm CRD
- 19616