Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
219 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$345.8M
Fee Structure
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Contact
Kimberly Ann Nourie
Location
14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232
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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.
Learn about disclosures →Employment History
Current Registrations
Financial Life Advisors
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
May 2012 - November 2017 · 5 yrs 6 mos
Commonwealth Financial NetworkBroker
May 2012 - November 2017 · 5 yrs 6 mos
Cross Financial Services Corporation
July 2008 - June 2012 · 3 yrs 11 mos
United Planners' Financial Services of America a Limited Partner
June 1999 - December 2008 · 9 yrs 6 mos
United Planners' Financial Services of America a Limited PartnerBroker
June 1999 - June 2012 · 13 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Kim joined Financial Life Advisors in 2017. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant, and a Texas Life and Health Insurance licensee with 20 years of experience in the personal financial services industry. Prior to this industry, Kim worked in corporate America for 15 years including CBRE, American Airlines and Arthur Andersen.
Contact
Kimberly Ann Nourie