Kimberly Cavaliere
Kimberly Cavaliere is a registered investment advisor at Osaic Wealth, INC., based in Pueblo, CO, with 20 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
112 West D Street, Suite 201 D, Pueblo, CO, 81003
Get directionsHistory
Regulatory History (1)
Criminal
January 1997Other Business Activities
Kimberly is the operations manager for Life Well Lived Financial Group, an investment/financial services LLC. She dedicates nearly full-time hours to managing operations and servicing the team, including management, client service, trading, and other business-related processes.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
More Advisors
- Paul Franco, CFPOsaic Wealth, INC.
- Joshua Wilcoxson, CFPFarther
- Kallene Faris, CFP, ChFCMwa Financial Services, INC.
- Corinne Koehler, CFPLPL Financial LLC
- Melissa Arriagadeangelo, ChFCState Farm Investment Management CORP.
- Felipe Garcia, ChFCPrincipal Securities, INC.