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Allison Kaczmar

18 Years of Experience
St Petersburg, FL
Broker

Allison Kaczmar is a registered investment advisor at Wells Fargo Advisors, based in St Petersburg, FL, with 18 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

St Petersburg, FL

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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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Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
April 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.Broker
May 2011 - December 2013 · 2 yrs 7 mos
Raymond James Financial Services Advisors, INC
August 2009 - March 2024 · 14 yrs 7 mos
Raymond James Financial Services, INC.Broker
January 2008 - March 2024 · 16 yrs 2 mos
Raymond James & Associates, INC.Broker
June 2007 - December 2008 · 1 yr 6 mos
State Registrations1 state
FL
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.
Allison Kaczmar - Financial Advisor | TrueAdvisor