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Kimberly Thompson

Advisor at LPL Enterprise

Updated today

Location

Springhill, KS 66083

Credentials

Series 63, Series 66

Industry experience

39 years

About

Kimberly Thompson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. Thompson volunteers with the Spring Hill Chamber of Commerce and owns Kim Thompson Insurance Agency LLC, which provides property and casualty insurance services. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a broad range of securities and insurance products.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

21890 Webster Street

Springhill, KS 66083

Most active in

Kansas · Texas

Work history

LPL Enterprise

2024 - Present (2 years)

Prudential insurance company of america

1986 - Present (40 years)

Pruco Securities, LLC.

1986 - 2024 (38 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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