Paul Kienbaum
Paul Kienbaum is a registered investment advisor at Alliant Securities, INC. Turner, Nord, Kienbaum, based in Liberty Lake, WA, with 40 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 711 clients with $300M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and can be offered at lower rates or as a flat percentage or fixed dollar amount depending on client circumstances.
Fee Estimator
Location
695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019
Get directionsHistory
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
Paul is a 13.5% stock holder in Liberty Lake LLC, a commercial property company. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
Alliant Securities, INC. Turner, Nord, KienbaumBroker
Previous Registrations
Painewebber IncorporatedBroker
State Registrations11 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
More Advisors
- John WoodheadAlliant Securities, INC. Turner, Nord, Kienbaum
- Madison Underwood, CFPRaymond James Financial Services Advisors, INC
- Asa Wolfe, CFPPrimerica Advisors
- Gina Morais, CFP
- Marc Rubin, ChFCEdward Jones