Kevin Aufmann
Kevin Aufmann is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 18 years of industry experience. Kevin 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.
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
12531 High Bluff Dr Ste 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Criminal
February 1988Other Business Activities
Kevin acts as power of attorney for his mother and owns rental property in San Diego. He also sells personally held sporting event tickets on SeatGeek, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations16 states
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
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