Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Clark is a financial advisor working with Wells Fargo Advisors Financial Network, LLC. Kim has been in the financial industry since December 2007. Kim holds the Series 66, Series 9, Series 10, Series 7 and the SIE licenses. Kim is registered in Colorado and Wisconsin. Kim has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, and pension and profit-sharing plans. In addition to Kim's work with Wells Fargo Advisors Financial Network, LLC, Kim is also a notary public.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
07/31/2012 - Present
Wells Fargo Advisors Financial Network, LLC (WEST BEND WI)
WI
01/01/2008 - 07/31/2012
WELLS FARGO ADVISORS, LLC (SHEBOYGAN WI)
WI
12/19/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEQUON WI)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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