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Ann Kinder

Advisor at LPL Financial

Updated today

Location

Fort Smith, AR 72916

Credentials

Series 63, Series 66

Industry experience

21 years

About

Ann Kinder is a financial advisor with LPL Financial in Fort Smith, Arkansas, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Investment Professionals Inc from 2013 to 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

12106 Old Hwy 71 South Ste B

Fort Smith, AR 72916

Most active in

Arkansas · Oklahoma · Texas

Work history

LPL Financial

2018 - Present (8 years)

Investment Professionals Inc

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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