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Lori Kirkner

Wells Fargo Advisors
33 Years of Experience
Birmingham, AL
1 DisclosureBroker
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Lori Kirkner is a registered investment advisor at Wells Fargo Advisors, based in Birmingham, AL, with 33 years of industry experience. Lori 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

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Location

2801 Highway 280 S Ste 1-400, Birmingham, AL, 35223

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History

Regulatory History (1)
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Judgment / Lien
February 2025
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
September 2026 - Present · 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
August 2026 - Present · 2 mos
Wells Fargo Advisors Financial Network, LLC
August 2026 - Present · 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2019 - Present · 7 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2019 - Present · 7 yrs 8 mos
Wells Fargo Advisors
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
August 2016 - February 2019 · 2 yrs 6 mos
TD Ameritrade, INC.Broker
August 2016 - February 2019 · 2 yrs 6 mos
TD Ameritrade, INC.
August 2016 - February 2019 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2015 - December 2015 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - December 2015 · 6 mos
Bbva Securities INC.Broker
May 2013 - April 2015 · 1 yr 11 mos
Bbva Compass Investment Solutions, INCBroker
March 2004 - May 2013 · 9 yrs 2 mos
Compass Brokerage, INC.Broker
January 2000 - February 2004 · 4 yrs 1 mo
Proequities, INC.Broker
August 1997 - October 1997 · 2 mos
Sterne, Agee & Leach, INC.Broker
April 1992 - January 2000 · 7 yrs 9 mos
Prudential Securities IncorporatedBroker
December 1991 - April 1992 · 4 mos
State Registrations4 states
ALARMAUT
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.
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