Kayla Windham Urrutia

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

• 10/2024 → Present
  Wells Fargo Bank, Na
  New Braunfels, TX
• 07/2014 → Present
  Longhorn Steakhouse
  New Braunfels, TX
• 08/2016 → 08/2018
  Harbor Hospice
  New Braunfels, TX
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Kyle, TX
• 03/2024 → Present
  Kwu Mixology
  San Marcos, TX

Previous Registrations

• 2022-12-13 → 2024-02-13
  Wells Fargo Clearing Services, Llc
  New Braunfels, TX
  Fort Worth, TX
  San Antonio, TX

Other Businesses

KWU Mixology Not investment related 105 Bosque Dr, San Marcos, TX 78666 Mobile bartending service for weddings and events. Owner Owner 03/2024 10 hours/month 0 hours during trading hours My duties include marketing, scheduling and bartending at weddings and events. Longhorn Steakhouse Not investment related 2963 Cold Spring Dr, New Braunfels, TX 78130 Serve tables food and make cocktails Bartender Bartender 07/2014 10-20 hours a month 0 hours during trading hours Take food and drink orders for customers. Serving food and drinks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-13
• S63 Uniform Securities Agent State Law Examination
  2022-11-18

Other Names

• Kayla Windham
• Kayla Marie Windham
• Kayla W Urrutia