DK
CFP
DK
CFP

Deanna Klokkenga

23 Years of Experience
South Barrington, IL
Broker

Deanna Klokkenga is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in South Barrington, IL, 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
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

14 Executive Ct, Ste 3, South Barrington, IL, 60010

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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 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2017 - April 2022 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLC
October 2017 - April 2022 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - October 2017 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - October 2017 · 13 yrs
Merrill Lynch Pierce Fenner & Smith INC.
June 2002 - September 2003 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - September 2003 · 2 yrs 5 mos
State Registrations31 states
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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.
Deanna Klokkenga - Financial Advisor | TrueAdvisor