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Kara Alvarado

Wells Fargo Advisors
13 Years of Experience
Fort Wayne, IN
1 DisclosureBroker
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Kara Alvarado is a registered investment advisor at Wells Fargo Advisors, based in Fort Wayne, IN, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
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

6714 Pointe Inverness Way, Suite 230, Fort Wayne, IN, 46804

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History

Regulatory History (1)
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Criminal
April 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kara is the Parish Finance Council Chair for St. Joseph Catholic Church and School, and owns 100% of KMA Practice LLC. Both activities require minimal time and are investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2014 - July 2023 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2014 - July 2023 · 9 yrs 6 mos
Wells Fargo Advisors, LLC
October 2012 - August 2013 · 10 mos
Wells Fargo Advisors, LLCBroker
September 2012 - August 2013 · 11 mos
State Registrations15 states
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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.
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