KW
KW

Kevin Winters

24 Years of Experience
Edina, MN
Broker

Kevin Winters is a registered investment advisor at Wells Fargo Advisors, based in Edina, MN, with 24 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.

Loading...

Location

75 Edinborough Way Suite 60, [Satellite], Edina, MN, 55435

Get directions

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.

Learn about disclosures →
Other Business Activities

Kevin owns a residential vacation rental property in Brainerd, MN since October 2024. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2016 - October 2024 · 8 yrs 8 mos
Wells Fargo Advisors
February 2016 - October 2024 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - February 2016 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - February 2016 · 7 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
October 2001 - April 2007 · 5 yrs 6 mos
State Registrations19 states
AZCACOFLGAIAILKSMDMIMNNCNJNMPATXUTWAWI
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.
Kevin Winters - Financial Advisor | TrueAdvisor