William Kline is a registered investment advisor at Wells Fargo Advisors, based in Fort Walton Beach, FL, with 22 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
92 Eglin Parkway Ne, Fort Walton Beach, FL, 32548
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is involved in several investment-related activities, including rental properties and ownership in Crux Office Properties LLC and Willkell LLC. He dedicates a significant amount of time (full-time plus overtime) to KDWM LLC DBA Kline Densmore Wealth Management, and minimal time to the other ventures and trustee duties.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
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