Kenneth Dejvongsa

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

• 05/2019 → 12/2022
  U.S. Bank
  Chanhassen, MN
• 07/2022 → 05/2023
  U.S. Bancorp Investments, Inc.
  St. Paul, MN
• 05/2019 → 11/2019
  Wonders
  Cashier, MN
• 06/2018 → 03/2019
  Willis Towers Watson
  Bloomington, MN
• 05/2018 → 06/2018
  Unemployed
  Lakeville, MN
• 01/2018 → 05/2018
  Wells Fargo
  Eagan, MN
• 08/2016 → 01/2018
  Education
  Brookings, SD
• 07/2023 → Present
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
• 07/2023 → Present
  Wells Fargo Bank, Na
  Bloomington, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-18
• S63 Uniform Securities Agent State Law Examination
  2022-09-30