Kevin James Shultis
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLCNov 2021 to now
- UnemployedNov 2020 to Nov 2021
- UBS Financial Services Inc.Jan 2020 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Jan 2020
- UnemployedOct 2018 to Dec 2018
- PcaAug 2018 to Oct 2018
- UnemployedOct 2016 to Aug 2018
- Towson UniversityAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7056774
- Firm CRD
- 11025