Kimberly Jamieson
Kimberly Jamieson is a registered investment advisor at Osaic Wealth, INC., based in Livonia, MI, with 14 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
39111 Six Mile Road, Livonia, MI, 48152
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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 owns Jamieson Wealth Management LLC and is a financial planner with Michigan Financial Companies-Golden Legacy Wealth Management, dedicating full-time hours to sales/marketing of securities, investment advisory, and insurance products. She also spends about 10-20% of her time on sales/marketing of fixed annuities and non-variable insurance, and a few hours per week on Aflac accident & disability insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Strategic Investment Advisors, INC.
Corecap Advisors
Corecap Investments, INC.Broker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
The Mutual Fund Store
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Advance Capital Management INC
Advance Capital Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations16 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.