Kimberly
Strosnider

Alphastar Capital Management, LLC

CRD#4504689
Investment Advisor
in Marysville, MI

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About this Advisor

Kimberly Strosnider is a chartered financial consultant based out of Marysville, Michigan with 5 years of relevant experience. Strosnider is an employee of Alphastar Capital Management, LLC. Strosnider has gained experience at Gradient Advisors, LLC, Prosperity Capital Advisors, Sgl Financial, LLC, Alphastar Capital Management, LLC and Estate And Wealth Management Services. Strosnider holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan and Texas. Alphastar Capital Management, LLC is a registered investment business that has its headquarters in Cornelius, NC. The investment advisory business has offices in 82 locations and a total of 128 people on staff. It controls $2 billion in assets across its 13,326 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 13,326 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Alphastar Capital Management, LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services are provided. Fee types charged by Alphastar Capital Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

675 Gratiot Blvd, Suite 1
Marysville, MI 48040

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Alphastar Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,450,962,289

MI Average: $3,625,019,099
Total Number of Employees

128

MI Average: 22
Total Number of Accounts

13,326

MI Average: 1,917
Average Account Size

$108,882

MI Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Kimberly Strosnider Work History

Kimberly has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Alphastar Capital Management, LLC

2018 - Present (6 years)

Estate And Wealth Management Services

2015 - 2018 (3 years)

Sgl Financial, LLC

2011 - 2015 (4 years)

Prosperity Capital Advisors

2010 - 2015 (5 years)

Gradient Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kimberly Strosnider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphastar Capital Management, LLC

Douglas Marion
Cornelius, NC
Jeffrey Headrick
Wilmington, NC
Jon Yancey
Concord, NC
Jeffrey Atchison
Abilene, TX
David Perez
Cornelius, NC
Daniel Happ
Phoenix, AZ
Logan Sadler
Hemet, CA
Lukas Smith
Goodlettsville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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