Kimberly Obetts
Kimberly Obetts is a CFP-designated registered investment advisor at LPL Financial LLC, based in Coopersville, MI, with 29 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
670 W. Randall St, Coopersville, MI, 49404
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2000Other Business ActivitiesSells Insurance
Kimberly sells fixed annuities and life insurance since 2005, and provides group and individual health insurance and Medicare Advantage products. She also spends minimal time as a notary and has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Comercia Securities
Comerica SecuritiesBroker
The Huntington Investment CompanyBroker
Fmb Investment ServicesBroker
State Registrations4 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.