Kimberly Stoll
Kimberly Stoll is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Camanche, IA, with 38 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
2304 N. Washington Blvd., Camanche, IA, 52730
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 ActivitiesSells Insurance
Kimberly prepares and reviews tax returns for clients, dedicating about 10-20% of her time to this activity. She also places managed business through Wealth Plan Partners as her RIA and assists clients with Medicare supplement options, writing policies through Jack Schroeder & Assoc.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Wealthplan Partners
Securities America, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations14 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.