LK
LK

Laura Kellejian

36 Years of Experience
Sacramento, CA
1 DisclosureBroker

Laura Kellejian is a registered investment advisor at Wells Fargo Advisors, based in Sacramento, 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
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

301 University Ave, Suite 101, Sacramento, CA, 95825

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2001
Closed-No Action
Other Business Activities

Laura owns rental property in Sacramento, CA since 2017, spending minimal time as a landlord. She also owns LRK Advisory Services since 2023, dedicating about a quarter of her time to it, including a few hours per week during trading hours for Finet Practice.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - May 2023 · 15 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2023 · 15 yrs 4 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
October 1993 - January 2008 · 14 yrs 3 mos
Lcm Financial Services, INC.Broker
April 1993 - October 1993 · 6 mos
Dean Witter Reynolds INC.Broker
June 1989 - April 1993 · 3 yrs 10 mos
State Registrations12 states
AZCAFLGAIDMDNENVTXUTVTWY
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.