Kaleb KatzenbergerCRD Number: 6515665
Current Firm: Wells Fargo Clearing Services, LLC
Kaleb Katzenberger (CRD# 6515665) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Wells Fargo Clearing Services||St Louis, MO||Dec 2017 - Current||4|
|Wells Fargo Clearing Services||St Louis, MO||Sep 2015 - Dec 2017||2|
|Fleming's Prime Steakhouse & Wine Bar||Saint Louis, MO||Jun 2010 - Apr 2016||5|
|Apex Systems Inc.||Saint Louis, MO||Apr 2015 - Sep 2015||< 1|
|Grad Staff Inc.||Saint Louis, MO||Sep 2014 - Apr 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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
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