Kimberly Ary
Investment adviser representative at Wells Fargo Advisors
5 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
5 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2019 to now
- Bank of America, N.A.May 2019 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Oct 2019
- Personal Pathways LLC dba Apex Fun RunSep 2017 to Dec 2018
- Ez-nettoolsDec 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7047645
- Firm CRD
- 19616