Kevin Michael Vanhaaster

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

• 02/2009 → 11/2016
  Wells Fargo Advisors Llc
  Seal Beach, CA
• 01/1999 → Present
  Student
  Long Beach, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Seal Beach, CA

Other Businesses

RENTAL PROPERTY; INV. RELATED; MENIFEE, CA; PROPERTY ON AVENIDA MARBELLA; OWNER; START DATE 5/29/2015; 0 HRS PER MONTH. RENTAL PROPERTY; INV. RELATED; MENIFEE, CA; PROPERTY ON FRUITWOOD; OWNER; START DATE 5/29/2015; 0 HRS PER MONTH. | RENTAL PROP - CULVER; INV RELATED; CULVER CITY, CA; REAL ESTATE;100% OWNERSHIP; START DATE: 09/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| SILVERSRFR LLC; INV RELATED; HUNTINGTON BEACH, CA; RENTAL PROPERTIES ;100% OWNERSHIP; START DATE: 08/29/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2010-03-29

Other Names

• Kevin Vanhaaster