KH
KH

Kimberly Hansen

29 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance

Kimberly Hansen is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1980 Festival Plaza Dr Ste 410, Las Vegas, NV, 89135

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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
March 2022
Settled
Other Business ActivitiesSells Insurance

Kimberly is involved in several business activities, including Psalm 34:4 LLC, PowerHour 360, Hansen Wealth Management, and Versifi Private Wealth. She also works with Pacific Southwest Financial / A Capitas Financial Partner, focusing on non-variable insurance.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2019 - Present · 7 yrs 1 mo
LPL Financial LLC
August 2019 - Present · 7 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
March 2010 - September 2019 · 9 yrs 6 mos
UBS Financial Services INC.
March 2010 - September 2019 · 9 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
LPL Financial Corporation
August 2003 - February 2008 · 4 yrs 6 mos
LPL Financial CorporationBroker
December 2002 - February 2008 · 5 yrs 2 mos
First Montauk Securities CORP.Broker
April 2000 - December 2002 · 2 yrs 8 mos
Linsco/private Ledger CORP.Broker
May 1996 - April 2000 · 3 yrs 11 mos
State Registrations29 states
AZCACODCDEFLHIIDINMDMIMNMTNCNHNJNMNVNYOHOKORSCTNTXUTVAWAWI
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.