Kimberly Stewart
Kimberly Stewart is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Orlando, FL, with 30 years of industry experience. Kimberly 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 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
513 N Parramore Ave, Orlando, FL, 32801
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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
Kimberly is involved in business ownership activities, spending about a third of her time on an investment-related business and about 10-20% of her time on a non-investment-related business. She also owns real estate and serves as a board member for Stewart, dedicating minimal time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Farm Vp Management CORP.Broker
Charles Schwab & CO., INC.Broker
State Registrations25 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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