Kari Boxleitner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Loveland, CO, with 29 years of industry experience. Kari is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
1073 N Lincoln Ave., [Profit Formula], Loveland, CO, 80537
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Regulatory History
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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Kari is self-employed in rodeo barrel racing since 2010, dedicating about 10-20% of her time. She also participates in the purchase and sale of cattle and horses for family use since 2019, dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Dean Witter Reynolds INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations41 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.
Exams
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