Kim Clark is a registered investment advisor at Wells Fargo Advisors, based in West Bend, WI, with 18 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
120 N Main St, Ste 250, West Bend, WI, 53095
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Regulatory History
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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Kim is a notary public, notarizing documents, and spends minimal time on this activity. Kim also has 100% ownership with their spouse in C A Clark and Associates, an ISO 9001 auditing business, but dedicates no time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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