TrueAdvisor
TrueAdvisor
CK
CK

Collin Kee

Wells Fargo Advisors
24 Years of Experience
Cartersville, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Collin Kee is a registered investment advisor at Wells Fargo Advisors, based in Cartersville, GA, with 24 years of industry experience. Collin 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.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

499 E Main St, Cartersville, GA, 30121

Get directions

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
April 2005
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cuso Financial Services, L.P.
January 2011 - August 2024 · 13 yrs 7 mos
Cuso Financial Services, L.P.Broker
January 2011 - August 2024 · 13 yrs 7 mos
CUNA Brokerage Services, INC.
October 2008 - January 2011 · 2 yrs 3 mos
CUNA Brokerage Services, INC.Broker
September 2008 - January 2011 · 2 yrs 4 mos
Aig Retirement Advisors, INC.
October 2006 - September 2008 · 1 yr 11 mos
Aig Retirement Advisors, INC.Broker
October 2006 - September 2008 · 1 yr 11 mos
1717 Capital Management Company
August 2005 - October 2006 · 1 yr 2 mos
1717 Capital Management CompanyBroker
August 2005 - October 2006 · 1 yr 2 mos
Nationwide Securities, INC.Broker
October 2004 - June 2005 · 8 mos
Intersecurities, INC.
October 2003 - October 2004 · 1 yr
World Group Securities, INC.Broker
September 2003 - September 2004 · 1 yr
Usallianz Securities, INC.Broker
May 2002 - September 2003 · 1 yr 4 mos
MML Investors Services, INC.Broker
December 2001 - May 2002 · 5 mos
State Registrations9 states
ALAZGAKYMDNJOHTNUT
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.
More Advisors
More financial advisors in Cartersville, GA →All financial advisors in Georgia →