Kirby Bock
Kirby Bock is a registered investment advisor at Wells Fargo Advisors, based in Lee Summit, MO, with 27 years of industry experience. Kirby 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
3171 N.E. Carnegie Dr, Suite B 1st Fl, Lee Summit, MO, 64064
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business Activities
Kirby owns rental property in Greenwood, MO since April 2022. This activity requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations32 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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