Eileen KimCRD Number: 1886469
Current Firm: U.s. Bancorp Investments, Inc.
Eileen Kim (CRD# 1886469) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Loveland, CO and has over 23 years of experience in the finance industry. Eileen Kim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gold Medal Waters, Inc.
Caledonia Wealth Management, Ltd.
|U.s. Bancorp Investments, Inc.||Loveland, CO||May 2015 - Current||2|
|Lpl Financial LLC||Erie, CO||Mar 2008 - May 2015||7|
|Liberty Securities||Purchase, NY||Sep 1999 - Mar 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV