Kristen Schultz Divico

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

• 05/2013 → 11/2016
  Wells Fargo Advisors
  Orlando, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Orlando, FL

Previous Registrations

• 2013-01-02 → 2013-05-17
  Charles Schwab & Co., Inc.
  Orlando, FL

Other Businesses

RENTAL PROPERTY; INV. RELATED; FLAGLER BEACH, FL; 50% OWNERSHIP; START DATE 10/2021; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: LANDLORD. 709 N OCEAN, LLC, INVT RELATED, FLAGLER BEACH, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 10/4/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-28

Other Names

• Kristen Ellen Schultz