RK
RK
Robert Kalina
28 Years of Experience
Lake Stevens, WA
1 DisclosureBroker
Robert Kalina is a registered investment advisor at Wells Fargo Advisors, based in Lake Stevens, WA, 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
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
Lake Stevens, WA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2013Denied
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2015 - Present · 11 yrs 3 mos
Wells Fargo Advisors
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
RBC Capital Markets, LLC
August 2008 - March 2015 · 6 yrs 7 mos
RBC Capital Markets, LLCBroker
August 2008 - March 2015 · 6 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley
January 1998 - April 2007 · 9 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 1997 - April 2007 · 9 yrs 8 mos
State Registrations12 states
AKAZCACOIDNCNENMNVORTXWA
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.