Kimberly Stafford Peterson

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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
  Portage, MI
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Portage, MI

Other Businesses

YWCA KALAMAZOO, INV RELEATED, KALAMAZOO, MI, ENDOWMENT AND INVESTMENT COMMITTEE MEMBER, START 3/1/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING INVESTMENT ADVISOR RECOMMENDATIONS AND PERFORMANCE BASED ON INVESTMENT POLICY STATEMENT. RENTAL PROPERTY, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START 11/1/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING. JERRY AND MARY FREEMIRE TRUST; INV RELATED;PORTAGE,MI; TRUST; SUCCESSOR TRUSTEE AND POA; START DATE: 09/17/2026; 1 HRS PER MONTH; - HRS DURING TRADING; MARY FREEMIRE; INV RELATED;PORTAGE,MI; POA; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 09/17/2026; 1 HRS PER MONTH; - HRS DURING TRADING; JERRY FREEMIRE; INV RELATED;PORTAGE,MI; POA; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 09/17/2026; 1 HRS PER MONTH; - HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2007-06-29

Designations

• Certified Financial Planner

Other Names

• Kimberly Anne Stafford
• Kimberly Peterson