Kathryn Gold

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

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Des Moines, IA
• 11/2016 → 04/2025
  Wells Fargo Clearing Services, Llc
  Des Moines, IA
• 04/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Davenport, IA

Previous Registrations

• 2016-04-01 → 2025-04-21
  Wells Fargo Clearing Services, Llc
  West Des Moines, IA
  Davenport, IA
  Davenport, IA
  West Des Moines, IA
  Davenport, IA
  Davenport, IA
  West Des Moines, IA
• 2014-10-17 → 2016-03-30
  Robert W. Baird & Co. Incorporated
  Quad Cities, IA
• 2008-01-01 → 2014-10-20
  Wells Fargo Clearing Services, Llc
  Davenport, IA
• 1999-03-17 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Davenport, IA
  Davenport, IA
  St. Louis, MO

Other Businesses

CO-TRUSTEE FOR FATHER'S TRUST; INV. RELATED; DAVENPORT, IA; START 3/27/2012; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| NOTARY, NOT INV RELATED, DAVENPORT, IA, START 12/15/2024, 1 HOUR PER MONTH, ZERO DURING TRADING, NOTARIZE DOCUMENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-04-14

Other Names

• Tina Sickels
• Kethryn Renee Sickels
• Kathryn Renee Sickels
• Kathryn Renee Cooley
• Kathryn Renee Gold