Kip Quinn

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 11/2016
  Wells Fargo Advisors Llc
  Salt Lake City, UT
• 11/2016 → 11/2023
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 11/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Cottonwood Heights, UT

Previous Registrations

• 2010-10-06 → 2023-11-02
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Holladay, UT
  Holladay, UT

Other Businesses

QUINN ENTERPRISES LLC; INVESTMENT RELATED; WEST JORDAN, UT; RENTAL BUILDING; CO-OWNER; START DATE 4/2007; 0 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; WEST JORDAN, UT; 50% OWNERSHIP; COMMERCIAL PROPERTY; START DATE 4/2007; 4 HRS PER MONTH; 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-05

Other Names

• Kip Bryant Quinn