Kimberly Muzquiz
Kimberly Muzquiz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tinley Park, IL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
17500 South Oak Park Avenue, Tinley Park, IL, 60477
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2023Customer Dispute
July 2009Other Business Activities
Kimberly is involved with Young Living Essential Oils since 2014. She also has investment-related activities through Old National Investments and Old National Wealth Advisors, both DBAs for her LPL business, starting in 2022 and 2024 respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Fiducial Investment Advisors, INC.Broker
Fiducial Investment Advisors, INC.
Abn Amro Financial Services, INC.
Abn Amro Financial Services, INC.Broker
Edward JonesBroker
State Registrations9 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.