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Kendra Kosek

Wells Fargo Advisors Financial Network, LLC

Wayzata, MN

CRD 7405617

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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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-22
  • MN RA
    APPROVED
    Since 2025-05-22

Branch Locations

315 Manitoba Avenue Ste 300, Wayzata, MN 55391 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Wayzata MN 06/2021 Present
Symmetry Lending Eden Prairie MN 05/2020 05/2021
Massage Envy - River Prairie Altoona MN 10/2018 05/2020
Student - University Of Wisconsin Eau Claire Eau Claire WI 09/2017 09/2018
Hennen's Auto Service Shakopee MN 06/2014 08/2017
  • 06/2021 → Present
    Wells Fargo Advisors Financial Network, Llc
    Wayzata, MN
  • 05/2020 → 05/2021
    Symmetry Lending
    Eden Prairie, MN
  • 10/2018 → 05/2020
    Massage Envy - River Prairie
    Altoona, MN
  • 09/2017 → 09/2018
    Student - University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 06/2014 → 08/2017
    Hennen's Auto Service
    Shakopee, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
  • S66 Uniform Combined State Law Examination
    2025-05-22
Other Names
  • Kendra Holmgren

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
LARSON FINANCIAL GROUP, LLC
EDWARD JONES

Nearby Investors

JOSEPH ANTHONY DELMONICO
GREGORY CHARLES RIELAND
BRIAN JEROME WARPINSKI

Nearby Offices

MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN

More in Wayzata, MN

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