Kevin Mounkes
Kevin Mounkes is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Roseville, CA, with 22 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
1731 E. Roseville Parkway Suite 190, [Satellite], Roseville, CA, 95661
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Regulatory History (1)
Customer Dispute
February 2019Other Business Activities
Kevin owns 100% of M Squared Capital Corp, a real estate auction purchase business, since January 2024. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations35 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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