Carlsbad, CA Balfour Court Office

Kimberly Biller is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She previously worked at The Wealth Advisors from 2011 to 2019 and has been with LPL Financial since 2007. Outside of her advisory role, she is a licensed California notary public and is involved in residential real estate sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and consulting services supported by in-house and third-party research, with options for discretionary and non-discretionary portfolio management.

Michael Sorenson is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at The Wealth Advisors from 2013 to 2020. Outside of financial advising, he sponsors an educational website dedicated to the art of his late brother, Don Sorenson, whose paintings are sold through an independent gallery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research, and various investment strategies to meet diverse client needs.

Steven Krogh is a financial advisor with LPL Financial in Carlsbad, CA, holding the CFP® designation and Series 63 license, with 40 years of industry experience. He has been associated with LPL Financial since 1986 and founded The Wealth Advisors in 2009, where he continues to provide financial planning and advice. Outside of his advisory work, he has involvement in non-variable insurance and health insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Mark Kohn is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked at Linsco/Private Ledger Corp. since 1997. Outside of advisory work, he is involved in non-variable insurance through his own business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.