Kathleen Wilson is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, 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
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
14624 N Scottsdale Rd, Ste 100, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen co-hosts the "Working Mommy's Manual" podcast, dedicating minimal time to it. She also has a 2.5% ownership in Buckman & Corning Financial Strategies Group LLC, where she spends full-time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Financial Services INC.Broker
Washington Square Securities, INC.Broker
State Registrations18 states
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