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Kim Gentis

22 Years of Experience
Bluffton, IN
Broker

Kim Gentis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bluffton, IN, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1245 N Main St, Bluffton, IN, 46714

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kim owns Gentis Properties LLC, a rental real estate business, and dedicates minimal time to it. Kim also serves on the Finance Committee for the Wells County Foundation, spending minimal time and not making investment decisions.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2009 - Present · 17 yrs
Previous Registrations
Raymond James & Associates, INC.
February 2005 - May 2009 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2004 - May 2009 · 5 yrs 3 mos
State Registrations14 states
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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.