KR
CFP
KR
CFP

Kristopher Raney

23 Years of Experience
El Segundo, CA
Broker

Kristopher Raney is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in El Segundo, CA, 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

2041 Rosecrans Ave Suite 355, [Satellite], El Segundo, CA, 90245

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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

Kristopher owns Raney Wealth Management LLC and spends more than full-time hours on it. He also co-owns rental property with his spouse, but spends no time on it.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2010 - May 2023 · 12 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2010 - May 2023 · 12 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
State Registrations13 states
AKAZCAFLILMONCNVNYOHORPATX
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.
Kristopher Raney - Financial Advisor | TrueAdvisor