KS
KS

Kelene Skrypek

24 Years of Experience
Boca Raton, FL
Broker

Kelene Skrypek is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, 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.

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Location

One Town Center Road, Suite 660, Boca Raton, FL, 33486

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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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Other Business Activities

Kelene is an endowment committee member for Nativity of Our Lord Church and a corporate board member and finance council member for the Archdiocese of Saint Paul and Minneapolis. She also has ownership stakes in MBKS Family Office LLC (36%) and Alpine Creek LLC (100%), dedicating full-time hours to each, and serves on the investment committee for Pinky Swear Foundation, dedicating minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2016 - Present · 10 yrs 6 mos
Wells Fargo Advisors
March 2016 - Present · 10 yrs 6 mos
Previous Registrations
Morgan Stanley
February 2014 - April 2016 · 2 yrs 2 mos
Morgan StanleyBroker
June 2009 - April 2016 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
March 2002 - June 2009 · 7 yrs 3 mos
State Registrations12 states
ALAZDCFLGAIAILMNNDTXUTWI
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.