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Kevin Lee Bohnsack

Wells Fargo Securities, LLC

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About Kevin Lee Bohnsack

Kevin Bohnsack is a financial advisor with Wells Fargo Securities, LLC, in Charlotte, NC. Kevin has been in the financial services industry since 1994. Kevin is a Series 7, Series 10, and Series 9 licensed professional. Kevin is a Registered Representative with Financial Industry Regulatory Authority (FINRA) and a licensed agent in the state of Minnesota.

Firm Information

Kevin Bohnsack is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kevin Bohnsack’s Registration & Firm History

NC

11/06/2009 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

MN

06/23/2004 - 11/06/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

CA

02/26/2001 - 07/20/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

06/06/2001 - 06/10/2002

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

CA

12/19/2000 - 10/29/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

OH

10/02/2000 - 01/02/2001

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

MN

10/24/1997 - 06/28/2000

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

MN

01/01/1994 - 06/28/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/01/1994 - 06/28/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/08/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/28/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kevin Lee Bohnsack.
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