SK
CFP
SK
CFP

Stephen Kidron

12 Years of Experience
Doylestown, PA
Broker

Stephen Kidron is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 12 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

2003 S Easton Rd, Ste 208, Doylestown, PA, 18901

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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

Stephen is an investment committee member at Chestnut Hill College, dedicating minimal time. He also has a 33% ownership stake in KM Financial, LLC, a financial practice, which takes nearly all of his time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2017 - January 2023 · 5 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2014 - January 2023 · 9 yrs
State Registrations32 states
ALAZCACOCTDCDEFLGAILINKSKYMAMDMEMIMSNCNHNJNVNYOHOKORPASCTXUTVAWA
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.