KP
KP

Kirk Pacatte

25 Years of Experience
St. Louis, MO
Broker

Kirk Pacatte is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, 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.

Loading...

Location

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
April 2016 - Present · 10 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Wells Fargo Clearing Services, LLC
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
NFP Advisor Services, LLC
February 2005 - February 2016 · 11 yrs
NFP Advisor Services, LLCBroker
February 2005 - February 2016 · 11 yrs
M Holdings Securities, INC.Broker
June 2003 - February 2005 · 1 yr 8 mos
Spectrum Financial INC
February 2002 - December 2005 · 3 yrs 10 mos
Royal Alliance Associates, INC.
March 2001 - June 2003 · 2 yrs 3 mos
M Financial Services, INC.
September 2000 - February 2005 · 4 yrs 5 mos
Royal Alliance Associates, INC.Broker
July 2000 - June 2003 · 2 yrs 11 mos
State Registrations2 states
ILMO
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.
Kirk Pacatte - Financial Advisor | TrueAdvisor