Andrew Kulinski
Investment adviser representative at Wells Fargo Investment Institute, Inc.
10 yearsExperience
1 stateRegistered in
$43BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wells Fargo Investment Institute, Inc.May 2025 to now
- Wells Fargo Securities, LLCFeb 2024 to May 2025
- Wells Fargo Bank, N. A.Sep 2022 to May 2025
- Signature ConsultantsMar 2022 to Sep 2022
- Ally Invest Securities, LLCMay 2021 to Jan 2022
- The Vanguard Group, Inc.Mar 2020 to Apr 2021
- Duckworth's Bar and GrillNov 2019 to Mar 2020
- Ghengis GrillOct 2019 to Dec 2019
- Wells Fargo Bank N.A.Sep 2018 to Sep 2019
- Bankers Life & CasualtyMar 2018 to Jun 2018
- Quail Hollow ClubMay 2017 to Sep 2019
- Carolina Rent a CarSep 2016 to Dec 2016
- UnemployedAug 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 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
- 7253344
- Firm CRD
- 133204