Kurt Maurillo

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Fort Myers, FL
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Myers, FL

Previous Registrations

• 2005-09-08 → 2023-07-20
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL
  Fort Myers, FL
  Fort Myers, FL
• 2002-08-22 → 2005-09-08
  Morgan Stanley Dw Inc.
  Cape Coral, FL

Other Businesses

FREEDOM ACRES HOMEOWNERS ASSOCIATION, NOT INV RELATED, CAPE CORAL, FL, PRESIDENT, START 2/18/2016, 1 HOUR/MONTH, 0 DURING TRADING, NEIGHBORHOOD MAINTENANCE AND COMMUNICATION WITH RESIDENTS. MAURILLO WEALTH MANAGEMENT LLC, INV RELATED, FORT MYERS, FL, 100% OWNERSHIP, START 3/6/2023, 4 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. WMMG WEALTH MANAGEMENT GROUP LLC, INV RELATED, FORT MYERS, FL, 16.66% OWNERSHIP, START 2/3/2023, 4 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. WMMG FORT MYERS PROPERTY LLC, INV RELATED, FORT MYERS, FL, 33.33% OWNERSHIP, START 6/3/24, 1 HR PER MONTH, 1 HR DURING TRADING, FINET PRACTICE;

Exams

• S66 Uniform Combined State Law Examination
  2002-08-19

Designations

• Certified Financial Planner

Other Names

• Kurt Joseph Maurillo