Kimberly Kropp
Kimberly Kropp is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Omaha, NE, with 38 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
1010 S 120th Street, Suite 320, Omaha, NE, 68154
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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 ActivitiesSells Insurance
Kimberly is a partner involved in insurance sales since 1993, including life, disability, and long-term care, dedicating a few hours per week. She is also an Investment Representative with Arbor Point and a Registered Rep with Securities America Advisors, spending about half her time designing and managing diversified portfolios.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Moylan Kropp Retirement Planning, LLC
Securities America, INC.Broker
Firstier Securities, INC.Broker
Invest Financial CorporationBroker
State Registrations41 states
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