Kimberly Popoff, financial advisor Terre Haute IN
88 score

Kimberly Popoff

CRD Number: 6093268
Current Firm: Wells Fargo Advisors Financial Network, LLC

Kimberly Popoff (CRD# 6093268) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Terre Haute, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Terre Haute, IN Jul 2012 - Current 4
Sunrise Maintenance Management West Terre Haute, IN Feb 2011 - Feb 2013 2
Unemployed Terre Haute, IN Aug 2010 - Feb 2011 < 1
Hmc, LLC Terre Haute, IN May 2004 - Aug 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Kimberly L. Popoff
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
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
88
Clean Record
This advisor has a clean track record with regulators.

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