Kimberly Gildea is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Duncansville, PA, with 42 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
260 Convention Center Drive, Duncansville, PA, 16635
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly has 50% ownership in Fair Winds Wealth Strategies, LLC since 2021, dedicating full-time hours to it. She also holds power of attorney for her mother, spending a few hours per week on investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Painewebber IncorporatedBroker
Citigroup Global Markets INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Anchor National Financial Services, INC.Broker
Ids Marketing CorporationBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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