Kimberly Johnson
Kimberly Johnson is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Wenatchee, WA, with 27 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
10 1st Street, Ste 122, Wenatchee, WA, 98801
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Kimberly is an agent for non-variable insurance since 1998 and owner of KMJ Financial Solutions and KMJ Financial Services, LLC since 2017. The latter two are for marketing and investment practice purposes, respectively.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
State Registrations10 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.