Joshua Kuhnert
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
CFADesignation
$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, LLCDec 2025 to now
- Wells Fargo BankAug 2022 to now
- TD Bank N.A.Apr 2019 to Aug 2022
- TD Private Client Wealth LLCApr 2019 to Aug 2022
- Suntrust Investment Services, IncMay 2018 to Apr 2019
- UnemployedApr 2018 to May 2018
- Independent ConsultantJun 2015 to Apr 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6949754
- Firm CRD
- 19616