Kasie Craven

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

• 04/2019 → 10/2019
  Veritude / Fidelity Talentsource
  Durham, NC
• 10/2019 → 10/2021
  Fidelity Brokerage Services Llc
  Durham, NC
• 08/2015 → 12/2018
  North Carolina State University
  Raleigh, NC
• 01/2019 → 04/2019
  Unemployed
  Cary, NC
• 10/2021 → 10/2025
  First Citizens Investor Services
  Raleigh, NC
• 10/2025 → 04/2026
  First Citizens Investor Services
  Raleigh, NC
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2026 → Present
  Mindlance Ince
  Charlotte, NC

Previous Registrations

• 2022-05-25 → 2026-04-24
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-05-23
• S63 Uniform Securities Agent State Law Examination
  2020-10-12

Other Names

• Kasie Lee Craven
• Kasie Craven