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Kevin James Cihlar

Investment adviser representative at Wells Fargo Advisors
7 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

7 years in the industry.

  1. Wells Fargo Clearing Services, LLCAug 2020 to now
  2. Rhi General GroupAug 2020 to Jan 2021
  3. Creative Financial StaffingJun 2020 to Aug 2020
  4. UnemployedMay 2019 to Jun 2020
  5. Indiana Mills and ManufacturingJun 2018 to Aug 2018
  6. Indiana University- BloomingtonAug 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
7288619
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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