Morgan Stanley
47yrs
Top advisor by experience in New York
9yrs
Keith Kohlmann
Financial advisor at Wells Fargo Advisors
Keith Kohlmann is a fiduciary financial advisor in New York, New York, with 9 years in the industry. After four years at Key Investment Services, Keith joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Keith holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office767 5th Ave Floor 33, New York, NY 10153
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2025Key Investment Services LLCPreviously
Contact Keith
Local office(212) 214-3972Ask for Keith. (314) 875-3000Main office · St. Louis, MO 767 5th Ave Floor 33New York, NY 10153Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call Keith’s local office at (212) 214-3972 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Keith Kohlmann.
How long has Keith been a financial advisor?
Keith has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Keith hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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