Kevin
Mounkes

Wells Fargo Clearing Services, LLC

CRD#2915756
Investment Advisor
in Sacramento, CA
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About this Advisor

Kevin Mounkes is a certified financial planner operating in Sacramento, California, who has been in the financial industry for 10 years. Mounkes is currently employed by Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wamu Investments, Inc, Chase Investment Services Corp, Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Mounkes has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Sacramento, California. The company has offices in 6,557 locations and a total of 26,409 financial advisors. It handles $473 billion in assets under management across its 1,432,715 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth individuals who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

400 Capitol Mall Ste 2100 [Nm-Rbo]
Sacramento, CA 95814

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CA Average: $11,469,110,461
Total Number of Employees

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kevin Mounkes Work History

Kevin has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors

2009 - 2012 (3 years)

Chase Investment Services Corp

2008 - 2009 (1 years)

Wamu Investments, Inc

Disclosures

Kevin Mounkes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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