Christopher Kaufenberg, financial advisor Palm Coast FL
81 score

Christopher Kaufenberg

CRD Number: 5625284
Current Firm: Wells Fargo Advisors, LLC

Christopher Kaufenberg (CRD# 5625284) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Palm Coast, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Palm Coast, FL Jul 2012 - Current 4
Wells Fargo Bank Na Palm Coast, FL Apr 2012 - Current 4
Unemployed Palm Coast, FL Nov 2011 - Apr 2012 < 1
Compass Bank St Augustine, FL Nov 2010 - Nov 2011 1
Bbva Compass Investment Solutions, Inc. St Augustine, FL Nov 2010 - Nov 2011 1
Merrill Lynch Pierce Fenner Smith Jacksonville, FL Nov 2009 - Nov 2010 1
Bank Of America Jacksonville, FL Nov 2009 - Nov 2010 1
Fidelity Brokerage Services Jacksonville, FL Dec 2008 - Nov 2009 < 1
Bank Of America St Augustine, FL Nov 2006 - Nov 2008 2
Massey Pest Control Ponte Vedra, FL Oct 2006 - Nov 2006 < 1
Valley Crest Landscape Jacksonville, FL Sep 2006 - Oct 2006 < 1
State Pest Control Ft. Smith, AR May 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S66 NASAA Uniform Combined State Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Christopher M. Kaufenberg
Phone Number: 314-875-3000
Registered State(s):
  • FL
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
81

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