Justin Kimmer, financial advisor Portland OR
93 score

Justin Kimmer

CRD Number: 5598410
Current Firm: Advice And Planning Services

Justin Kimmer (CRD# 5598410) is an Investment Advisor Representative working at Advice And Planning Services in Portland, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Portland, OR Aug 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Portland, OR Aug 2015 - Current 1
Wells Fargo Advisors, LLC Portland, OR Jan 2011 - Aug 2015 4
Wells Fargo Bank, N.a. Portland, OR Oct 2004 - Aug 2015 10
Wells Fargo Investments, LLC Tigard, OR Sep 2008 - Jan 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Justin C. Kimmer
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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