Kimberly
Foster

Lfa

CRD#3134613
Investment Advisor
in Saint Cloud, MN

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About this Advisor

Kimberly Foster is a financial advisor based in Saint Cloud, Minnesota, working with Lfa. Kimberly has previously held positions at Laraway Financial Advisors, Inc and Cambridge Investment Research Inc. Kimberly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Kimberly is part of Lfa, which operates out of Saint Cloud, Minnesota. The firm has 2 offices and 7 employees. The firm manages assets totaling $279.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Lfa includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1219 - 33Rd Street South
Saint Cloud, MN 56301

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Lfa Brokerage Details

Total Assets Under Management

$279,920,000

MN Average: $5,289,111,388
Total Number of Employees

7

MN Average: 157
Total Number of Accounts

754

MN Average: 8,262
Average Account Size

$371,247

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kimberly Foster Work History

2014 - Present (10 years)

Laraway Financial Advisors, Inc

2014 - Present (10 years)

Cambridge Investment Research Inc

Disclosures

Please visit the SEC profile of Kimberly Foster 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 Lfa

Jennifer Lesmeister
Saint Cloud, MN
Kimberly Foster
Saint Cloud, MN
Christopher Wayne
Saint Cloud, MN
Christopher Hastings
Saint Cloud, MN
James Schmitz
Saint Cloud, MN
Patrick Solyntjes
Saint Cloud, MN
Steven Laraway
Saint Cloud, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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