Kmr Wealth Advisory, LLC

Kmr Wealth Advisory, LLC (CRD# 171327) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $55,274,074 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1042 Pacific Street Suite C, San Luis Obispo, CA 93401
https://www.linkedin.com/in/kristin-rasmussen-8881088
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $276,370
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
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 Rasmussen, financial advisor San Luis Obispo CA
Kristin M. Rasmussen
CRD#: 2298759
1042 Pacific Street Suite C, San Luis Obispo, CA 93401

Kristin Rasmussen (CRD# 2298759) is an Investment Advisor Representative working at Kmr Wealth Advisory, LLC in San Luis Obispo, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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