Kimberly Anderson
Kimberly Anderson is a registered investment advisor at Planmember Securities Corporation, based in Kansas City, MO, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
3130 Broadway, Kansas City, MO, 64111
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kimberly works full-time providing administrative support for FTJ Advisors personnel as a non-producing licensed sales assistant. She also works full-time selling insurance and managing product launches for Fidelity Security Life Insurance Co, where she is an insurance agent and programs account manager.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
National Pension & Group Consultants, INC.
National Pension & Group Consultants, INCBroker
State Registrations2 states
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