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Kimberly Hansen

LPL Financial LLC
30 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Kimberly Hansen is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, 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
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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 2 mos
LPL Financial LLC
August 2019 - Present · 7 yrs 2 mos
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 Registrations31 states
AZCACODCDEFLHIIAIDINMDMIMNMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWI
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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