WK
CFP
WK
CFP

Warren Kirby

28 Years of Experience
Homewood, AL
Broker

Warren Kirby is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Homewood, AL, 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

600 University Park Place, Suite 130 & 175, Homewood, AL, 35209

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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 Financial Network, LLCBroker
March 2026 - Present · 4 mos
Wells Fargo Advisors
March 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
August 2017 - March 2026 · 8 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - March 2026 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - August 2017 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - August 2017 · 10 yrs
A. G. Edwards & Sons, INC.
November 1998 - August 2007 · 8 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
August 1997 - August 2007 · 10 yrs
State Registrations20 states
ALARAZCACOCTFLGAIDKYLAMOMSNCNMPASCTNTXVA
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.