Keun Soo Kim (CRD# 4465610) is an Investment Advisor Representative working at Klimax Wealth Management, LLC in Metuchen, NJ and has over 22 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Klimax Asset Management, LLC | Englewood, NJ | Oct 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management16MILLIONS
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Total Number of Accounts24ACCOUNTS
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Average Account Value$687,333
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NJ
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