KL
KL

Kimberly Joan Lampropoulos

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
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Location

200 Spring Street, Suite 120, Herndon, VA, 20170

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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 ActivitiesSells Insurance

Kimberly is a registered investment advisor representative (IAR) with Northwest Financial Advisors, LLC, spending about half her time providing investment advisory services. She is also a life insurance agent through NW Insurance Agency LLC, dedicating about 10-20% of her time to this activity.

Employment History
Current Registrations
Northwest Financial Advisors LLC
April 2019 - Present · 6 yrs 10 mos
Northwest Financial Group LLCBroker
August 2018 - Present · 7 yrs 6 mos
LPL Financial LLCBroker
July 2017 - Present · 8 yrs 7 mos
State Registrations34 states
AKALARAZCACOCTDCDEFLGAHIILINKSKYMAMDMOMSMTNCNHNJNYOHORPASCTXVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.