Kendeicia Atheinia Stephenson

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-06-17

Branch Locations

433 Linn St Ste C, Baraboo, WI 53913 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Baraboo	WI	02/2026	Present
Wells Fargo Bank, Na	Baraboo	WI	02/2021	Present
Enterprise Holdings	Baraboo	WI	07/2020	10/2020
Wisconsin Apple Inc - Applebee's Restaurant	Wisconsin Dells	WI	10/2020	02/2021
Uno Pizzeria And Grill	Wisconsin Dells	WI	11/2016	05/2020
Get It Now	Wisconsin Dells	WI	09/2015	10/2016

02/2026 → Present

Wells Fargo Clearing Services, Llc

Baraboo, WI
02/2021 → Present

Wells Fargo Bank, Na

Baraboo, WI
07/2020 → 10/2020

Enterprise Holdings

Baraboo, WI
10/2020 → 02/2021

Wisconsin Apple Inc - Applebee's Restaurant

Wisconsin Dells, WI
11/2016 → 05/2020

Uno Pizzeria And Grill

Wisconsin Dells, WI
09/2015 → 10/2016

Get It Now

Wisconsin Dells, WI

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-17
S63	Uniform Securities Agent State Law Examination	2026-04-23

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