Kimberly Mccauley is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 24 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
8601 N Scottsdale Rd Ste 150, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a co-trustee for her parent's trust since 2023 and has power of attorney for her aunt since 2025. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley Dw INC.Broker
Huntington Capital CORP.Broker
Charles Schwab & CO., INC.Broker
State Registrations52 states
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