Allen Kim is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Lake Oswego, OR, with 26 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
16480 SW Boones Ferry Rd, Lake Oswego, OR, 97035
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Regulatory History
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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Allen is a board member of the Oregon Zoo Foundation, supporting the zoo's conservation, education, and animal welfare programs. He dedicates a few hours per week to this role, attending 5-7 board meetings per year.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Phillips & Company Securities INC.Broker
Willamette Securities, INC.Broker
State Registrations19 states
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