KM
KM
Kimberly Martin
6 Years of Experience
Wilmington, DE
1 DisclosureBroker
Kimberly Martin is a registered investment advisor at Wells Fargo Advisors, based in Wilmington, DE, with 6 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
1013 Centre Rd, Ste 229, Wilmington, DE, 19805
Get directionsHistory
Regulatory History (1)
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Criminal
July 2011Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Cetera Investment Advisers LLC
August 2023 - December 2024 · 1 yr 4 mos
Cetera Advisor Networks LLCBroker
August 2023 - December 2024 · 1 yr 4 mos
Securian Financial Services, INC.
January 2020 - August 2023 · 3 yrs 7 mos
Securian Financial Services, INC.Broker
September 2019 - August 2023 · 3 yrs 11 mos
State Registrations1 state
DE
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.