Kristy Jo Kurek

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

• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Allentown, PA
• 07/2012 → Present
  Wells Fargo
  Allentown, PA

Other Businesses

Rental property; Inv related; Easton, PA; 100% Owner; Start date 10/15/2024; 1 hour per month; 0 hours during trading; Collect rent and complaints. Pay bills. Best lyfe ever; Not investment related; Easton, PA; Health coaching; 100% Owner; Start date 05/01/2018; 2 hours a month; 0 hours during trading hours; Coach and support others on their health journey. Not very active. Board member for Salvation Army children's services since 2019 2200 Hamilton st allentown pa 18102 1 hour a month Supports local foster and adoption efforts Volunteer activity

Exams

• S66 Uniform Combined State Law Examination
  2025-03-14

Other Names

• Kristy Kurek
• Kristy Jo Hamm
• Kristy Jo Minier