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Kevin Sensbach

Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. Wells Fargo Clearing Services, LLC.Jun 2025 to now
  2. Fidelity InvestmentsJan 2023 to Jun 2025
  3. UpsDec 2022 to Dec 2022
  4. Larson Financial GroupJun 2021 to Nov 2022
  5. Larson Financial SecuritiesJun 2021 to Nov 2022
  6. Equitable Advisors, LLCFeb 2021 to Apr 2021
  7. Unc Chapel HillAug 2018 to Jul 2020
  8. LyftJul 2018 to Feb 2021
  9. UberJul 2018 to Feb 2021
  10. Durham Technical Community CollegeApr 2017 to Jun 2018
  11. Elite Auto BodyJan 2017 to Jun 2017
  12. U.S. ArmyApr 2012 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
7333192
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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