Kenneth
Seminario

Wells Fargo Investment Institute, Inc

CRD#7469468
Investment Advisor
in Jacksonville, FL

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About this Advisor

Kenneth Seminario is a financial advisor working in Jacksonville, Florida with a total of 1 year of relevant experience. Seminario currently works for Wells Fargo Investment Institute, Inc. Seminario has gained experience at Wells Fargo Investment Institute, Inc and Wells Fargo. Seminario maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Florida. Wells Fargo Investment Institute, Inc is a financial advisory firm that has its headquarters in Charlotte, NC. The investment advisory business has offices in 38 locations and a total of 264 advisors. It handles $38 billion in assets under management between its 24,240 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 289 charitable organizations. Of its 24,240 client accounts, 94% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice typically depend on the financial services. However, fees billed by Wells Fargo Investment Institute, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3563 Phillips Hwy Bldg D Floor 02
Jacksonville, FL 32207-5663

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Wells Fargo Investment Institute, Inc Brokerage Details

Total Assets Under Management

$38,123,578,794

FL Average: $3,625,019,099
Total Number of Employees

264

FL Average: 22
Total Number of Accounts

24,240

FL Average: 1,917
Average Account Size

$1,572,755

FL Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Kenneth Seminario Work History

Kenneth has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Wells Fargo Investment Institute, Inc

2004 - 2021 (17 years)

Wells Fargo

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kenneth Seminario to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wells Fargo Investment Institute, Inc

Troy Seiler
Charlotte, NC
Matthew Hope
Dallas, TX
Robin Rappaport
Beverly Hills, CA
Joshua Lindsteadt
Denver, CO
Courtland Buchan
Charlotte, NC
Bradley Kearns
Charlotte, NC
Mary Grindland
Minneapolis, MN
Ryan Shaw
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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