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Austin Kratochvil

Investment adviser representative at Wells Fargo Advisors
10 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

10 years in the industry.

  1. Wells Fargo Clearing Services, LLCOct 2022 to now
  2. Fidelity InvestmentsNov 2020 to Oct 2022
  3. J.P. Morgan Securities LLCMay 2020 to Nov 2020
  4. JPMorgan Chase Bank, N.A.Mar 2020 to Nov 2020
  5. UnemployedSep 2019 to Jan 2020
  6. Arbo MarketingMar 2018 to Apr 2019
  7. Pepperdine UniversityAug 2017 to Dec 2019
  8. Ojo ElectricJun 2017 to Jun 2018
  9. H&s Insurance Services IncMay 2016 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
7180301
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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