KC
KC

Kimberly Collins

29 Years of Experience
Naples, FL
Broker

Kimberly Collins is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kimberly has several outside business activities. She has ownership stakes in Skrede, LLC (agriculture land) and Apex Metal (metal finishing), is a trustee managing funds for ALFON W LARSON EST REDUCTION TRUES, and owns Kal Wealth Management (estate planning), dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2024 · 16 yrs 10 mos
Wells Fargo Advisors
January 2008 - November 2024 · 16 yrs 10 mos
A. G. Edwards & Sons, INC.
February 1999 - January 2008 · 8 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
January 1999 - January 2008 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1996 - December 1998 · 2 yrs 3 mos
Cutter and Company Brokerage, INC.Broker
June 1996 - September 1996 · 3 mos
State Registrations24 states
CACOCTDCFLGAILINMAMDMEMONCNHNJNVNYPARITNVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.