Kurtis Wade Abraham

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

• 11/2014 → 12/2020
  Fifth Third Securities
  Holland, MI
• 12/2020 → Present
  Wells Fargo Clearing Services, Llc.
  Holland, MI

Previous Registrations

• 2014-11-10 → 2020-12-18
  Fifth Third Securities, Inc.
  Grand Haven, MI
  Holland, MI
  Holland, MI
  Grand Haven, MI
  Zeeland, MI
  Holland, MI
  Holland, MI
  Grand Haven, MI
  Holland, MI
  Holland, MI
  Zeeland, MI
  Grand Haven, MI
  Grand Haven, MI
• 2013-04-02 → 2014-11-03
  Pnc Wealth Management Llc
  Holland, MI
  Zeeland, MI
  Muskegon, MI
  Holland, MI
  Muskegon, MI
  Grand Haven, MI
  Holland, MI
  Holland, MI
  Vandergrift, PA
• 2012-10-01 → 2013-03-07
  J.P. Morgan Securities Llc
  Grand Rapids, MI
  Rockford, MI
• 2011-06-22 → 2012-10-01
  Chase Investment Services Corp.
  Rockford, MI
  Grand Rapids, MI
• 2009-01-29 → 2011-06-07
  Edward Jones
  Spring Lake,, MI
  Vicksburg, MI
  Fairlawn, OH
  St Louis, MO
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-01-16

Other Names

• Kurtis W Abraham