KB
KB

Karina Bilotti

25 Years of Experience
Chicago, IL
Broker

Karina Bilotti is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 25 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

10 South Wacker Drive, Suite 2960, Chicago, IL, 60606

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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
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2005 - June 2023 · 17 yrs 11 mos
Wells Fargo Clearing Services, LLC
July 2005 - June 2023 · 17 yrs 11 mos
Morgan Stanley
December 2003 - May 2005 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
June 2000 - May 2005 · 4 yrs 11 mos
Painewebber IncorporatedBroker
February 2000 - June 2000 · 4 mos
State Registrations30 states
AZCACODCFLGAIAIDILINMAMEMIMONCNENJNVNYOHOKORPASCSDTNTXWAWIWV
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.