Kim Weaver
Kim Weaver is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in West Des Moines, IA, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
7001 Westown Parkway, Suite 240, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kim is associated with Financial Architects, Inc. and Guardian General Agency since 1995. This investment-related activity takes more than full-time hours per month and provides over 10% of Kim's annual compensation.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
Century Investors of America, INC.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations48 states
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
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