Kim Schultz Abello

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:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-09
TX	RA	APPROVED	2025-11-21
IL	RA	APPROVED	2025-06-25

FL RA
APPROVED

Since 2026-01-09
TX RA
APPROVED

Since 2025-11-21
IL RA
APPROVED

Since 2025-06-25

Branch Locations

Lighthouse Point, FL • United States

425 N Martingale Rd Ste 200, Schaumburg, IL 60173 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Schaumburg	IL	04/2025	Present
Wells Fargo Bank, N.A.	Chicago	IL	08/2014	04/2025

04/2025 → Present

Wells Fargo Clearing Services, Llc

Schaumburg, IL
08/2014 → 04/2025

Wells Fargo Bank, N.A.

Chicago, IL

Other Businesses

DREXEL ARMS CONDOMINIUM ASSOCIATION; NOT INV RELATED; LIGHTHOUSE POINT, FL; TREASURER; 02/2025; 4 HOURS PER MONTH; 0 DURING TRADING; MANAGE CONDO PROPERTY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-25
S63	Uniform Securities Agent State Law Examination	2008-02-29

S66 Uniform Combined State Law Examination

2025-06-25
S63 Uniform Securities Agent State Law Examination

2008-02-29

Other Names

Kimberly Mary Schultz
Kim Schultz Abello
Kim Abello

View on SEC IAPD