Kimberly Santarsiero
CRD Number: 3195500
Current Firm: Lpl Financial LLC
Kimberly Santarsiero (CRD# 3195500) is an Investment Advisor Representative working at LPL Financial, LLC in Dunmore, PA and has over 19 years of experience in the finance industry.
We Get it. Financial Planning and pursuing better for you is our goal. The trouble is, you might not understand the di erence between good and better. It's not your fault. The nancial industry has
made it di cult to understand what's real, what's right and what's noise. We'll help you sort through the nancial noise. We'll help you understand what's real and most importantly, what's right for you and your family. One of the most important services we provide is one we do not charge for...serving our clients' as a nancial sounding board. From "how do I grow my family business," to should I retire," to reviewing insurance policies or developing gifting strategies, our clients can tap into the varied experiences of our team to help make those di cult nancial decisions a bit easier.
Financial independence: Setting Financial Goals with a plan Investment Management, Asset Allocation of stocks, bonds, cash and risk tolerance
Retirement Planning: Retirement plans 401k, IRAs, bene ciaries, Social Security Healthcare
Estate Planning: Wills including Health care POA, Living Will, Durable POA Charitable Giving Charitable trusts, Bequests, Donor Advised Funds, Legacy Planning, Heirs Bene ciary Planning, Annual Gifting, Estate Transfer, Transfer on Death including Living trusts, Credit Shelter, Special Needs, Generation Skipping, Residence Trust
Liability Issues: Goal Protection including Life insurance review Income Protection, Disability Insurance, Long-Term Care, Liability Insurance
Family Planning: College Planning Child and Grandchild 529 plans,
Custodial Accounts, Education IRA's, Child Living Expenses, Parents Healthcare Living Expenses Housing
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Dunmore, PA | Dec 2018 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Scranton, PA | Nov 2016 - Dec 2018 | 2 |
| Wells Fargo Advisors LLC | Scranton, PA | Nov 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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