Kmr Wealth Advisory, LLC

Kmr Wealth Advisory, LLC (CRD# 171327) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $34,100,000 in 151 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $225,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Kmr Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kristin M. Rasmussen
CRD#: 2298759
1042 Pacific Street Suite C, San Luis Obispo, CA 93401
96
Wealthminder
score

Kristin Rasmussen (CRD# 2298759) is an Investment Advisor Representative working at Kmr Wealth Advisory, LLC in San Luis Obispo, CA and has over 23 years of experience in the finance industry. Kristin Rasmussen 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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