Jack Kuhlman
Investment adviser representative at Wells Fargo Advisors
9 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
9 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2025 to now
- Wells Faro Clearing Services, LLC.May 2025 to now
- Wells Fargo Clearing Service, LLC.Jan 2025 to May 2025
- WestcoNov 2024 to Jan 2025
- Ameriprise Financial Services LLCJan 2021 to Nov 2024
- BMO Harris BankSep 2020 to Jan 2021
- Lenny Conklin State Farm AgencyMay 2018 to Sep 2020
- Duluth Entertainment and Convention CenterOct 2016 to May 2018
- University of Minnesota DuluthSep 2016 to Dec 2019
- The Smith CompanyJun 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7329955
- Firm CRD
- 19616