Joshua KehlerCRD Number: 6415886
Current Firm: Wells Fargo Clearing Services, LLC
Joshua Kehler (CRD# 6415886) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wichita, KS and has over 3 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Wichita, KS||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Wichita, KS||Oct 2014 - Nov 2016||2|
|Oeno Wine Bar||Wichita, KS||Jul 2014 - Sep 2014||< 1|
|Wichita State University||Wichita, KS||Aug 2007 - May 2014||6|
|Guitar Center||Wichita, KS||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
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, WY