KF
CFP
KF
CFP

Kathleen Fletcher

26 Years of Experience
Dublin, OH
Broker

Kathleen Fletcher is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 26 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

5450 Frantz Rd, Ste 200, Dublin, OH, 43016

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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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Employment History
Current Registrations
Wells Fargo Advisors
February 2009 - Present · 17 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2009 - Present · 17 yrs 5 mos
Previous Registrations
Sagepoint Financial, INC.
May 2006 - February 2009 · 2 yrs 9 mos
Sagepoint Financial, INC.Broker
April 2006 - February 2009 · 2 yrs 10 mos
Raymond James Financial Services
January 2002 - May 2006 · 4 yrs 4 mos
Preferred Capital Management
October 2001 - August 2006 · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
May 2001 - May 2006 · 5 yrs
Lincoln Financial Advisors CorporationBroker
March 2000 - June 2001 · 1 yr 3 mos
The Lincoln National Life Insurance CompanyBroker
March 2000 - June 2001 · 1 yr 3 mos
State Registrations21 states
ALCACOCTFLGAILINMAMDMINCNYOHPASCTNVAWAWIWV
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.
Kathleen Fletcher - Financial Advisor | TrueAdvisor