TrueAdvisor
TrueAdvisor
KC
CFP · ChFC
KC
CFP · ChFC

Kim Cowdell

Ausdal Financial Partners, INC.
43 Years of Experience
St. George, UT
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kim Cowdell is a CFP, ChFC-designated registered investment advisor at Ausdal Financial Partners, INC., based in St. George, UT, with 43 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Ausdal Financial Partners, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1150 S Bluff St., Suite 5, St. George, UT, 84770

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2007
Closed-No Action
Customer Dispute
May 2002
Closed-No Action
Customer Dispute
October 1999
Closed-No Action
Employment Separation After Allegations
March 1997
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kim is the owner of Cowdell Insurance Agency, Inc. since 1997, dedicating nearly full-time hours to insurance sales and service based on client needs. Kim also owns K&J's LLC, a real estate holding company, but devotes no time to this activity.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
November 2024 - Present · 1 yr 11 mos
Ausdal Financial Partners, INC.Broker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Intervest International, INC.
August 2019 - November 2024 · 5 yrs 3 mos
Intervest International Equities CorporationBroker
August 2019 - November 2024 · 5 yrs 3 mos
First Western Advisors
December 2003 - August 2019 · 15 yrs 8 mos
First Western AdvisorsBroker
December 2003 - August 2019 · 15 yrs 8 mos
Metropolitan Investment Securities, INC.Broker
November 2001 - November 2003 · 2 yrs
First Securities USA, INC.Broker
November 1999 - December 2001 · 2 yrs 1 mo
First Associated Securities Group, INC.Broker
March 1997 - November 1999 · 2 yrs 8 mos
Pruco Securities CorporationBroker
October 1982 - April 1997 · 14 yrs 6 mos
The Prudential Insurance Company of AmericaBroker
October 1982 - December 1993 · 11 yrs 2 mos
State Registrations9 states
AKCACOIDNMNVTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in St. George, UT →All financial advisors in Utah →