Kevin Charles Rohner
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- UBS Financial Services Inc.Dec 2019 to Oct 2025
- The Vanguard Group, Inc.Sep 2018 to Nov 2019
- Raycom MediaJan 2018 to Aug 2018
- Glory Days GrillMay 2017 to Aug 2017
- Turf Valley ResortMay 2017 to Aug 2017
- University of South CarolinaAug 2014 to May 2018
- Howard County Youth ProgramMar 2009 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7008615
- Firm CRD
- 19616