KK
CFP · ChFC
KK
CFP · ChFC

Kevin Knobloch

27 Years of Experience
Baton Rouge, LA
1 DisclosureBroker

Kevin Knobloch is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Baton Rouge, LA, with 27 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.

Loading...

Location

4319 Bluebonnet Blvd, Baton Rouge, LA, 70809

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Denied
Other Business Activities

Kevin has several investment-related business activities, including 20% ownership in Longbridge Wealth Management LLC and Longbridge Real Estate LLC, and 100% ownership in Night Owl Nest Egg, LLC. He also serves on the investment committee for the Baton Rouge Area Foundation, and dedicates nearly full-time hours to Longbridge Wealth Management LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2009 - July 2022 · 13 yrs 4 mos
Wells Fargo Clearing Services, LLC
March 2009 - July 2022 · 13 yrs 4 mos
J.p.morgan Securities INC.
October 2008 - April 2009 · 6 mos
J.P. Morgan Securities INC.Broker
October 2008 - April 2009 · 6 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
April 2002 - September 2006 · 4 yrs 5 mos
Banc One Securities CorporationBroker
August 1998 - July 2006 · 7 yrs 11 mos
State Registrations21 states
ALARAZCACOFLGALAMAMOMSMTNCNENMOHSCTNTXUTVA
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.