Paul KlevornCRD 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 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St. Louis, MO||Jun 2014 - Current||3|
|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|
- Customer Dispute
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)