Eileen Kim, financial advisor Loveland CO
96 score

Eileen Kim

CRD 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 22 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.

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Professional Designations
Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Loveland, CO May 2015 - Current 1
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
Contact Info for Eileen M. Kim
Phone Number: 800-888-4700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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