Kyle R. Dragoo

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Chandler, AZ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Chandler, AZ

Previous Registrations

• 2006-01-17 → 2011-01-03
  Wells Fargo Investments, Llc
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Gilbert, AZ
  Scottsdale, AZ
  Chandler, AZ

Other Businesses

LUNCH MONEY, LLC; NOT INV. RELATED; CHANDLER,AZ; 100% OWNERSHIP BY SPOUSE; CHECK SIGNER ONLY; START DATE 10/18/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; BOUTIQUE. POWER OF ATTORNEY FOR MOTHER IN LAW, INVT RELATED, TUCSON, AZ, START DATE 3/28/2024, 0 HRS PER MONTH, 0 HRS DURING TRADING. WTKR, LLC; INV RELATED; PHOENIX,AZ; BIZ ACC ;25% OWNERSHIP; START DATE: 12/01/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;| RENTAL PROPERTY - 233 STEELE ST; INV RELATED;ELBERTA,MI; VOCATION, RENTAL;50% OWNERSHIP; START DATE: 09/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; FISHIGAN, LLC; INV RELATED;CHANDLER,AZ; LLC WAS FORMED TO EVENTUALLY PURCHASE AND HOLD RENTAL PROPERTY AND A VACATION HOME; 50% OWNERSHIP; START DATE: 07/06/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2006-01-14

Other Names

• Kyle Ryan Dragoo