Keith Kinsey

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Peoria, IL
• 11/2016 → 01/2023
  Wells Fargo Clearing Services, Llc
  Peoria, IL
• 01/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Charleston, IL

Previous Registrations

• 2008-01-01 → 2023-01-05
  Wells Fargo Clearing Services, Llc
  Peoria, IL
• 2000-12-07 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Peoria, IL
  St. Louis, MO
  Peoria, IL

Other Businesses

RENTAL PROPERTY; INV. RELATED; CHICAGO,IL; 11.80% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; CO-OWNER. RENTAL PROPERTY; INV. RELATED; PEORIA HEIGHTS,IL; 11.50% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; CO-OWNER. RENTAL PROPERTY; INV. RELATED; EFFINGHAM,IL; 11.50% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. SC3F WEALTH MANAGEMENT GROUP, LLC; INV. RELATED; CHARLESTON,IL; 10.5% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE. SC3F ENTERPRISES, LLC; INV. RELATED; CHARLESTON,IL; 11.5% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE. SC3FI VENTURES, LLC; INV. RELATED; CHARLESTON,IL; 11.8% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE. COMMERCIAL PROPERTY FOR FINET PRACTICE; INV. RELATED; CHARLESTON, IL; 11.5% OWNERSHIP; START DATE 4/1/2024; 1 HOUR PER MONTH; 0 HOURS DURING BUSINESS HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-04

Designations

• Certified Financial Planner

Other Names

• Keith Loren Kinsey