Wells Fargo loses $186 million team to Kestra
Four-person Undivided Wealth Management is based in St. Louis.
A four-person advisory team managing $186 million at Wells Fargo has gone independent and affiliated with Kestra Financial.
Based in St. Louis, Mo., Undivided Wealth Management is led by Gary Baker and includes Dan Kraus, Kim Rubenstein and Kim Peaker.
Mr. Baker began his securities career at PaineWebber in 1999, moved to Morgan Stanley the following year, and then to Merrill Lynch in 2005. He went to Wells Fargo in 2009.
Mr. Kraus started his career at Morgan Stanley in 2009 and moved to Wells Fargo in 2010.
Ms. Rubenstein began her career at Merrill Lynch in 2005 and left for Wells Fargo in 2009.
Ms. Peaker began her career in 2007 at a Wells Fargo predecessor, A.G. Edwards.
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