ABOUT Kate Elizabeth Lunn

PROFILE: Kate Elizabeth Lunn is a seasoned financial professional with 22 years of experience in the securities and financial services industry. She is dually registered as a Broker and Investment Adviser and is currently affiliated with Wells Fargo Clearing Services, LLC in Brentwood, Tennessee. Kate began her career with RBC Dain Rauscher before spending more than a decade with UBS Financial Services. She joined Wells Fargo in 2014, where she continues to serve clients through brokerage and investment advisory services. Her extensive industry experience and multi-state licensing reflect a well-established professional background.

Qualifications

• Licensed Broker — Dually registered as a Broker and Investment Adviser
• FINRA Registered — Maintains registration as a broker with Wells Fargo Clearing Services, LLC
• Investment Adviser — Registered to provide investment advisory services through Wells Fargo Advisors
• Multi-State Licensed — Holds securities licenses across 26 states/jurisdictions

Services