Taeyoon KimCRD Number: 5319808
Current Firm: Securian Financial Services, Inc.
Taeyoon Kim (CRD# 5319808) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newport Beach, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Tax & Financial Group||Newport Beach, CA||Aug 2012 - Current||4|
|Minnesota Life Insurance Company||St. Paul, MN||Apr 2009 - Current||7|
|Securian Financial Services||St. Paul, MN||Apr 2009 - Current||7|
|Del Mar Financial||San Diego, CA||Apr 2009 - Aug 2012||3|
|Metlife Securities Inc.||San Diego, CA||Dec 2008 - Apr 2009||< 1|
|Bank Of America||San Diego, CA||Jan 2008 - Sep 2008||< 1|
|Aig Financial Advisors, Inc.||San Diego, CA||Aug 2007 - May 2008||< 1|
|Bestech Trading Usa||San Diego, CA||Jun 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2009|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.