Kimberly
Byrne

Wells Fargo Clearing Services, LLC

CRD#1773318
Investment Advisor
in Denver, CO

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About this Advisor

Kimberly Byrne is a financial advisor working out of Denver, Colorado, with a total of 20 years of experience as a financial advisor. Byrne currently works for Wells Fargo Clearing Services, LLC. The advisor has gained experience at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Byrne holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Wells Fargo Clearing Services, LLC is a financial advisory company based in Denver, Colorado. It has offices in 6,239 locations and a total of 25,711 employees. It administers $511 billion in assets under management among its 1,430,874 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% are held by high-net-worth clients who have at least $1 million in assets. The company performs 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types charged by Wells Fargo Clearing Services, LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 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

1700 Lincoln St 10Th and 11Th Fls [Ma/Md-Rbo]
Denver, CO 80203

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

CO Average: 458
Total Number of Accounts

1,430,874

CO Average: 33,415
Average Account Size

$357,078

CO 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

Kimberly Byrne Work History

Kimberly has 20 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2000 - 2011 (11 years)

Wells Fargo Investments, LLC

Disclosures

Kimberly Byrne has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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