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Yaelle Mira Kimmelman

Wells Fargo Advisors Financial Network, LLC

Chicago, IL

CRD 7063944

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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
IL RA APPROVED 2024-09-13
TX RA APPROVED 2024-09-13
  • IL RA
    APPROVED
    Since 2024-09-13
  • TX RA
    APPROVED
    Since 2024-09-13

Branch Locations

320 South Canal Street Suite 2975, Chicago, IL 60606 • 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
Morgan Stanley Chicago IL 02/2019 09/2024
Lettuce Entertain You Chicago IL 10/2018 02/2019
Unemployed Chicago IL 09/2018 10/2018
Downtown Bellingham Partnership Bellingham WA 09/2017 09/2018
Bayou On Bay Bellingham WA 09/2017 09/2018
Boomers Bellingham WA 09/2014 09/2017
Wells Fargo Advisors Financial Network, Llc Chicago IL 09/2024 Present
  • 02/2019 → 09/2024
    Morgan Stanley
    Chicago, IL
  • 10/2018 → 02/2019
    Lettuce Entertain You
    Chicago, IL
  • 09/2018 → 10/2018
    Unemployed
    Chicago, IL
  • 09/2017 → 09/2018
    Downtown Bellingham Partnership
    Bellingham, WA
  • 09/2017 → 09/2018
    Bayou On Bay
    Bellingham, WA
  • 09/2014 → 09/2017
    Boomers
    Bellingham, WA
  • 09/2024 → Present
    Wells Fargo Advisors Financial Network, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-13
  • S66 Uniform Combined State Law Examination
    2019-06-13

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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