KB
KB

Kimberly Bryan

26 Years of Experience
Indianapolis, IN
Broker

Kimberly Bryan is a registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 26 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

9445 Delegates Row, Indianapolis, IN, 46240

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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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Other Business Activities

Kimberly serves as trustee and guardian for her brother, both investment-related activities. These responsibilities require minimal time each month.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2010 - June 2022 · 11 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2004 - June 2022 · 18 yrs
Charles Schwab & CO., INC.Broker
November 1999 - May 2004 · 4 yrs 6 mos
State Registrations31 states
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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.