Paul Kinkelaar
Paul Kinkelaar is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Rolling Hills Estates, CA, 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
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
Rolling Hills Estates, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Paul is a caregiver to a child, dedicating significantly more than full-time hours to this non-investment related activity. He also owns rental properties and has a 50% ownership in Compass Wealth Management LLC, dedicating full-time hours to this.
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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
Lehman Brothers INC.Broker
Pilgrim Distributors CORP.Broker
State Registrations25 states
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