KD
KD

Kevin Dicianna

24 Years of Experience
Salt Lake City, UT
1 DisclosureBroker

Kevin Dicianna is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 24 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5201 Amelia Earhart Dr 2nd & 3rd Fls, [Wt & Cst], Salt Lake City, UT, 84116

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Denied
Other Business Activities

Kevin coaches soccer for Ajax Utah FC and Canyons School District, and referees for Utah Youth Soccer. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
July 2008 - January 2011 · 2 yrs 6 mos
Wells Fargo Investments, LLCBroker
July 2008 - January 2011 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2008 - June 2008 · 5 mos
Charles Schwab & CO., INC.
January 2008 - June 2008 · 5 mos
Wells Fargo Investments, LLC
May 2006 - January 2008 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
September 2005 - January 2008 · 2 yrs 4 mos
401(k) Investment Services, INC.Broker
December 2003 - September 2004 · 9 mos
A I M Distributors, INC.Broker
October 2000 - January 2004 · 3 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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