Kasey Dreste
Kasey Dreste is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 6 years of industry experience. Kasey 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
4905 W Tilghman St 3rd Fl, [L3-Rbo], Allentown, PA, 18104
Get directionsHistory
Regulatory History (2)
Criminal
October 2024Financial
November 2017Other Business Activities
Kasey works as a notary public in Allentown, PA, providing notary services since November 2023. This activity requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations45 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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