Kelly O'neill is a registered investment advisor at Wells Fargo Advisors, based in Williamsville, NY, with 23 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
8207 Main Street, Ste 6, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly owns KO Wealth Management LLC, an investment-related business. She dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations10 states
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