AK
CFA
AK
CFA
Angelo Kafkes
36 Years of Experience
Des Plaines, IL
2 DisclosuresBroker
Angelo Kafkes is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Des Plaines, IL, with 36 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
2860 S River Rd, O'Hare Atrium Office Center, Ste 170, Des Plaines, IL, 60018
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2003Settled
Customer Dispute
August 1999Denied
Other Business Activities
Angelo has 100% ownership of AEN LLC since 2019. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Wells Fargo Advisors
May 2003 - Present · 23 yrs
Wells Fargo Advisors Financial Network, LLCBroker
November 1997 - Present · 28 yrs 6 mos
Previous Registrations
Olde Discount CorporationBroker
November 1991 - December 1997 · 6 yrs 1 mo
Mesirow Investment Services, INC.Broker
October 1988 - November 1990 · 2 yrs 1 mo
R a F Financial CorporationBroker
May 1988 - October 1988 · 5 mos
State Registrations27 states
AZCACOFLGAIAIDILINKYLAMDMIMNMONCNJNMNVNYOHPATNTXUTVAWI
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.