KH
KH

Kathryn Hoge

8 Years of Experience
Greenwood Village, CO
2 DisclosuresBroker

Kathryn Hoge is a registered investment advisor at Wells Fargo Advisors, based in Greenwood Village, CO, with 8 years of industry experience. Kathryn 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5613 Dtc Pkwy, Ste 1000, Greenwood Village, CO, 80111

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2026
Final
Financial
February 2023
Final
Employment History
Current Registrations
Wells Fargo Advisors
August 2026 - Present · 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
William BlairBroker
August 2021 - September 2026 · 5 yrs 1 mo
Allstate Financial Services, LLCBroker
May 2018 - July 2021 · 3 yrs 2 mos
State Registrations23 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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