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CFP

Kimberly Obetts

LPL Financial LLC
30 Years of Experience
Coopersville, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Kimberly Obetts is a CFP-designated registered investment advisor at LPL Financial LLC, based in Coopersville, MI, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

670 W. Randall St, Coopersville, MI, 49404

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
August 2005 - Present · 21 yrs 2 mos
LPL Financial LLC
July 2005 - Present · 21 yrs 3 mos
LPL Financial LLCBroker
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Comercia Securities
February 2004 - August 2005 · 1 yr 6 mos
Comerica SecuritiesBroker
February 2004 - August 2005 · 1 yr 6 mos
The Huntington Investment CompanyBroker
October 1997 - October 2003 · 6 yrs
Fmb Investment ServicesBroker
November 1995 - October 1997 · 1 yr 11 mos
State Registrations4 states
FLMIOHWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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