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Kenneth Dejvongsa

Investment adviser representative at Wells Fargo Advisors
10 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

10 years in the industry.

  1. Wells Fargo Bank, NAJul 2023 to now
  2. Wells Fargo Clearing Services, LLCJul 2023 to now
  3. U.S. Bancorp Investments, Inc.Jul 2022 to May 2023
  4. U.S. BankMay 2019 to Dec 2022
  5. WondersMay 2019 to Nov 2019
  6. Willis Towers WatsonJun 2018 to Mar 2019
  7. UnemployedMay 2018 to Jun 2018
  8. Wells FargoJan 2018 to May 2018
  9. EducationAug 2016 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

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
7606473
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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