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KB
CFP
KB
CFP

Kimberly Bolker

LPL Financial LLC
23 Years of Experience
Grand Rapids, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kimberly Bolker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 23 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2401 Camelot Ct SE, Suite B, Grand Rapids, MI, 49546

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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 ActivitiesSells Insurance

Kimberly owns K Bolker Financial LLC for tax/investment purposes, dedicating full-time hours to it. She is also an agent selling life, health, disability, long-term care, and fixed annuities, spending about a quarter of her time on this.

Employment History
Current Registrations
LPL Financial LLC
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Spc
March 2010 - November 2023 · 13 yrs 8 mos
Sigma Financial CorporationBroker
January 2007 - November 2023 · 16 yrs 10 mos
Foresters Equity Services, INC.Broker
October 2004 - January 2007 · 2 yrs 3 mos
Royal Securities CompanyBroker
July 2003 - October 2004 · 1 yr 3 mos
State Registrations14 states
AZCOFLIAILINMDMIMNNCNDOHSCTX
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.
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