Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
549 clients
Average Client Portfolio
$413K average
Assets Under Management
$226.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is a 13.5% stock holder in Liberty Lake LLC, a commercial property company. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
September 2007 - Present · 18 yrs 5 mos
Alliant Securities, INC. Turner, Nord, KienbaumBroker
January 1988 - Present · 38 yrs 1 mo
Previous Registrations
Painewebber IncorporatedBroker
July 1986 - January 1988 · 1 yr 6 mos
State Registrations10 states
AKAZCAFLIDMTNYORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Paul Douglas Kienbaum - Financial Advisor | TrueAdvisor