Kimberly Smith is a registered investment advisor, based in Spokane, WA, with 6 years of industry experience.
Location
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
Get directionsHistory
Regulatory History
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 →Other Business Activities
Kimberly is the owner of Steward Alts, LLC, a private placement manager for private funds. She spends a few hours per week acting as CFO for the business, which provides investment advice and management of private funds.
Employment History
Current Registrations
Columbia Private MarketsBroker
Columbia Advisory Partners, LLC
Previous Registrations
Aet Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.