Kimberlee Lomas
Kimberlee Lomas is a registered investment advisor at Osaic Wealth, INC., based in Beaverton, OR, with 30 years of industry experience. Kimberlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
17933 NW Evergreen Pkwy, Suite 111, Beaverton, OR, 97006
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Regulatory History (1)
Criminal
May 1985Other Business ActivitiesSells Insurance
Kimberlee spends about 10% of her time with Lomas Financial Services, Inc., a general insurance agency, for fixed, long-term care (LTC), and life insurance. She also owns Lomas Accounting Services, referring business to the accounting staff and dedicating minimal time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations28 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.