Charles Kienbaum (CRD# 7452068) is an Investment Advisor Representative working at Alliant Securities, Inc. Turner, Nord, Kienbaum in Liberty Lake, WA and has over 2 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliant Securities Inc. | Liberty Lake, WA | Sep 2021 - Current | 2 |
| Unemployed | Liberty Lake, WA | Jul 2021 - Sep 2021 | < 1 |
| Liberty Mutual | Liberty Lake, WA | Jan 2020 - Jun 2021 | 1 |
| Unemployed | Liberty Lake, WA | Jun 2019 - Jan 2020 | < 1 |
| Santander Consumer Usa | Mesa, AZ | Dec 2017 - Jun 2019 | 1 |
| Mandarin House | Tempe, AZ | Nov 2017 - Dec 2017 | < 1 |
| Unemployed | Tempe, AZ | Jun 2017 - Nov 2017 | < 1 |
| Dun And Bradstreet | Tempe, AZ | Mar 2017 - Jun 2017 | < 1 |
| Unemployed | Tempe, AZ | Jan 2017 - Mar 2017 | < 1 |
| Student | Bellingham, WA | Sep 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- WA
-
Total Assets Under Management180MILLIONS
-
Total Number of Accounts521ACCOUNTS
-
Average Account Value$345,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, MT, OR, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.