Alexander Kienle
Alexander Kienle is a CFP-designated registered investment advisor at Westmark Wealth Management, based in Phoenix, AZ, with 22 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 391 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
5050 N 40th St, Ste 140, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Alexander is an insurance producer at Westmark Wealth Management, selling various insurance products, dedicating about 10-20% of his time. He is also an executive board member of Executive Council Charities, spending minimal time, and a managing member of AMK Financial, LLC and Casa de Kienle, LLC, spending minimal time on each.
Employment History
Current Registrations
Westmark Wealth Management
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securian Financial Services, INC.
Cri Securities, LLC
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations2 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.