Paul Klevorn, financial advisor Saint Louis MO
78 score

Paul Klevorn

CRD Number: 6361575
Current Firm: Wells Fargo Advisors, LLC

Paul Klevorn (CRD# 6361575) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC St. Louis, MO Jun 2014 - Current 2
Wells Fargo, N.a. Roseville, MN Aug 2012 - Jun 2014 1
Unemployed Plymouth, MN Jun 2012 - Aug 2012 < 1
Drc Plymouth, MN May 2012 - Jun 2012 < 1
Unemployed Plymouth, MN Dec 2010 - May 2012 1
University Of Minnesota Minneapolis, MN Jun 2010 - Dec 2010 < 1
University Of Minnesota Minneapolis, MN Aug 2006 - Dec 2010 4
University Of Minnesota St. Paul, MN May 2009 - Aug 2009 < 1
University Of Minnesota St. Paul, MN May 2008 - Aug 2008 < 1
Fourcrown, Inc. Plymouth, MN May 2007 - Aug 2007 < 1
Fourteen Foods Plymouth, MN May 2007 - Jun 2007 < 1
Unemployed Plymouth, MN May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul B. Klevorn
Phone Number: 314-875-3000
Registered State(s):
  • TX
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
78

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