Kimberly Weithman is a registered investment advisor at LPL Financial LLC, based in Sandusky, OH, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
100 E. Water St., Sandusky, OH, 44870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly operates under the DBA Civista Investments for her LPL business, dedicating full-time hours to it. She also fulfills financial institution duties for Civista Bank/Civista Wealth Management for minimal time each month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
W&s Brokerage 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.