Charles Willard Kienbaum

Alliant Securities, INC. Turner, Nord, Kienbaum

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Alliant Securities, INC. Turner, Nord, Kienbaum

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

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.

Employment History

Current Registrations

Alliant Securities, INC. Turner, Nord, KienbaumBroker

November 2024 - Present · 1 yr 3 mos

Alliant Securities, INC. Turner, Nord, Kienbaum

November 2021 - Present · 4 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.