Kimberly Martin
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2025 to now
- Diamond State Financial GroupSep 2019 to now
- Cetera Advisor Networks LLCAug 2023 to Mar 2025
- Cetera Investment Advisers LLCAug 2023 to Mar 2025
- Minnesota Life Insurance CoSep 2019 to Aug 2023
- Securian Financial Services IncSep 2019 to Aug 2023
- Securian Financial Services IncJun 2019 to Aug 2019
- The Greene TurtleNov 2012 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7128420
- Firm CRD
- 11025