PK
CFP
PK
CFP

Paul Ketchum

26 Years of Experience
Issaquah, WA
Broker

Paul Ketchum is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Issaquah, WA, 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

1180 NW Maple St, Suite 150, Issaquah, WA, 98027

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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

Paul is a managing partner at Cedar Creek Wealth Management LLC and has 33.34% ownership in Finet Practice LLC. He dedicates full-time hours to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2003 - March 2024 · 20 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - March 2024 · 20 yrs 8 mos
Prudential Securities IncorporatedBroker
October 2001 - July 2003 · 1 yr 9 mos
National Securities CorporationBroker
April 2000 - June 2001 · 1 yr 2 mos
Tradestar Investments,inc.Broker
October 1999 - May 2000 · 7 mos
State Registrations33 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.