Kyle Elliott Mcgowan

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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
  Atlanta, GA
• 11/2016 → 04/2017
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 04/2017 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2008-05-29 → 2017-04-07
  Wells Fargo Clearing Services, Llc
  Sandy Springs, GA
  Atlanta, GA

Other Businesses

MCGOWAN WEALTH MANAGEMENT, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 8/20/2019, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. MCGOWAN WEALTH MANAGEMENT 401K; INV. RELATED; ATLANTA, GA; TRUSTEE; FINET PRACTICE I401K; START DATE 9/2022; 2 HRS PER MONTH; 2 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-23