A complete list of active advisors currently associated with Kingdom Wealth Development, LLC
Warmer can help you find a great advisor at Kingdom Wealth Development, LLC or one who fits your needs even better.
Kingdom Wealth Development provides financial planning and portfolio management to individual and high‑net‑worth clients, delivering a written financial plan after a data‑gathering process and ongoing portfolio oversight. Services documented in the brochure include net worth and cash flow analysis, tax and insurance review, 401(k) evaluations, retirement projections, and, when appropriate, recommendations of third‑party investment advisers. The firm uses an asset‑allocation framework to build individualized portfolios, primarily employing mutual funds across equities, fixed income, international, and cash, and rebalances positions as market conditions or client circumstances warrant. It offers both discretionary and non‑discretionary management, conducts quarterly portfolio reviews, and attempts to meet clients at least semiannually. A distinctive feature disclosed in the brochure is that the principal also operates as an independent insurance agent with Trinity Financial Group and may receive commissions from insurance sales, a relationship the firm identifies as a potential conflict of interest. The adviser reports managing about $9.14 million in discretionary client assets, typically custodians accounts at Charles Schwab (and TIAA Cref), limits trading to mutual funds, and forwards proxy materials to clients rather than voting them on clients’ behalf.
To learn more about the advisors currently working at Kingdom Wealth Development, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Des Moines, IA
| 20
|
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