Kirk Pandolfo, financial advisor Bismarck ND
93 score

Kirk Pandolfo

CRD Number: 1872916
Current Firm: Wells Fargo Advisors, LLC

Kirk Pandolfo (CRD# 1872916) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bismarck, ND and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Bismarck, ND Feb 2013 - Current 3
Morgan Stanley Smith Barney Bismark, ND Jun 2009 - Feb 2013 3
Citigroup Global Markets Inc. Bismarck, ND Jul 1993 - Feb 2013 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Kirk E. Pandolfo
Phone Number: 314-875-3000
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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