Wilson Collett Kistler
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2024 to now
- Janney Montgomery Scott LLCJun 2022 to Jul 2024
- Butler Capital PartnersJan 2022 to Jun 2022
- 5th Line CapitalFeb 2021 to Jan 2022
- UnemployedJun 2020 to Feb 2021
- Karner Blue Capital, LLCJun 2019 to May 2020
- Alchemi Wealth Management LLCJan 2019 to May 2019
- Alchemi CapitalOct 2018 to Jun 2019
- Eaton Vance Distributors, Inc.Jan 2017 to Oct 2018
- Calvert Investment Services, Inc.May 2016 to Dec 2016
- Calvert Investments/eaton Vance DistributorsFeb 2015 to Sep 2018
- Calvert Investment Distributors, Inc.Feb 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 6065048
- Firm CRD
- 19616