David Kinnear
David Kinnear is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 28 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
10 South Wacker Drive, Suite 2960, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Regulatory
April 2015Other Business Activities
David has 100% ownership of Kinnear Wealth Management LLC, dedicating full-time hours to it. He also has partial ownership of Little Africa, LLC, a vacation property, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations17 states
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.