Kelly Lombardo is a registered investment advisor at Wells Fargo Advisors, based in Highland Park, IL, with 27 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
1849 Green Bay Rd, Ste 200, Highland Park, IL, 60035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly serves as power of attorney for their spouse since 2020, which is investment-related. This requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
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