Kimberly Streff

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

• 01/2009 → Present
  Quality Rack
  Sussex, WI
• 10/2019 → 08/2025
  Wells Fargo Clearing Services, Llc
  Menomonee Falls, WI
• 09/2009 → Present
  Industrial Installation Services Llc
  Sussex, WI
• 08/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  West Bend, WI

Previous Registrations

• 2019-12-09 → 2025-08-01
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  West Bend, WI
  Milwaukee, WI
  Menomonee Falls, WI
  Milwaukee, WI

Other Businesses

BETHLEHEM LUTHERAN, NOT INV RELATED, MENOMONEE FALLS, WI, ORGANIST, START: 10/31/2019, 4 HRS/MONTH, 0 HRS DURING TRADING.; QUALITY RACK & EQUIPMENT, INC, INV RELATED, SUSSEX, WI, BOOKKEEPER, START: 10/24/2019, 3 HRS/MONTH, 0 HRS DURING TRADING.; INDUSTRIAL INSTALLATION SERVICES, INV RELATED, SUSSEX, WI, BOOKKEEPER, START: 10/24/2019, 32 HRS/MONTH, 0 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-21
• S63 Uniform Securities Agent State Law Examination
  1986-11-18

Other Names

• Kimberly Ann Parker
• Kimberly Ann Streff