Katherine Elizabeth Palmer Toth

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

• 05/2011 → Present
  Wells Fargo Cleraing Services, Llc
  Westlake Village, CA

Other Businesses

EMOTIONAL SUPPORT TURTLES, NOT INV RELATED, SIMI VALLEY, CA, 100% OWNERSHIP, START 10/14/2022, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, CREATING AND SELLING CROCHETED CRAFTS ONLINE.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-25

Other Names

• Katherine Elizabeth Palmer Kemmerling
• Katherine Elizabethpalmer Toth