Katherine Wells, financial advisor Petaluma CA
89 score

Katherine Wells

CRD Number: 6180127
Current Firm: Edward Jones

Katherine Wells (CRD# 6180127) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Jeffrey Powell, financial advisor Petaluma CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Similar Advisors
Diane McCracken, financial advisor Petaluma CA
Diane M. McCracken
CRD# 2530891
Taddei, Ludwig & Associates, Inc.
Score
103
Similar Advisors
Michelle Pollak, financial advisor Petaluma CA
Michelle N. Pollak
CRD# 4462071
Ameriprise Financial Services, Inc.
Score
103
Company Name Location Dates Years
Edward Jones Petaluma, CA Apr 2013 - Current 3
State Farm Insurance Petaluma, CA May 2011 - Apr 2013 1
State Farm Insurance San Rafael, CA Nov 2009 - May 2011 1
Eurostyle San Rafael, CA Apr 2008 - Nov 2009 1
Paul Murphy Photography Santa Rosa, CA Mar 2007 - Apr 2008 1
Nai Capital, Inc. Bakersfield, CA Feb 2005 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Katherine Wells
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

Ready to hire a financial advisor? Get competitive proposals from Katherine Wells and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.