Keith Kinsey is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marco Island, FL, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Marco Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith has partial ownership in multiple rental properties and LLCs (SC3F Wealth Management Group, SC3F Enterprises, SC3FI Ventures) related to Finet Practice. He dedicates minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Lehman Brothers INC.Broker
Hartford Equity Sales Company INC.Broker
Pruco Securities CorporationBroker
State Registrations31 states
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