KF
KF

Keith Fontenot

33 Years of Experience
Lafayette, LA
Broker

Keith Fontenot is a registered investment advisor at Wells Fargo Advisors, based in Lafayette, LA, with 33 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

1921 Kaliste Saloom Rd Ste 203B, [Satellite], Lafayette, LA, 70508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Keith owns Lil Hannah's Farm LLC, Acadian Plantation Inc LLC, and Fontenot Wealth Group LLC, and has a small ownership stake in Promed. He dedicates minimal time to these activities, except for Fontenot Wealth Group LLC and the related 401k, where he spends a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
March 2021 - Present · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2021 - Present · 5 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - March 2021 · 17 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - March 2021 · 17 yrs 8 mos
Prudential Securities Incorporated
April 1993 - July 2003 · 10 yrs 3 mos
Prudential Securities IncorporatedBroker
January 1993 - July 2003 · 10 yrs 6 mos
State Registrations12 states
ALCACOGAIAKYLAMSOHOKTNTX
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.