Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kaehler is a financial advisor associated with Wells Fargo Clearing Services, LLC. Kimberly has been in the industry since 2008 and has extensive experience in financial services. Kimberly has earned several licenses and certifications, including Series 7, Series 9, Series 10, and Series 24. Kimberly has previously worked with FIRST CLEARING, LLC and Wells Fargo Advisors, LLC.
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.
1
2
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
06/22/2012 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MN
01/03/2011 - 06/22/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
06/16/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BC
Issued 08/25/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kimberly Kaehler is the right advisor for you? Invested Better is here to help.
