Kim Lillehaug (CRD# 2664612) is an Investment Advisor Representative working at Berger Financial Group in Monticello, MN and has over 28 years of experience in the finance industry. Kim Lillehaug 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 5002363
Lundeen Abrams Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jul 2020 - Current | 3 |
| Berger Financial Group | Plymouth, MN | Jul 2020 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2005 - Jul 2020 | 15 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2005 - Jul 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- MN
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts7,117ACCOUNTS
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Average Account Value$233,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VA, VT, WA, WI
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