Soo
Kim
Bluesky Wealth Advisors, LLC
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About this Advisor
Soo Kim is a certified financial planner working out of New Bern, North Carolina who has 5 years of industry experience. Kim currently works for Bluesky Wealth Advisors, LLC. The advisor has gained experience at Gainsco, Geico, Bluesky Wealth Advisors, LLC and Wellesley College. Kim maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in North Carolina and Texas. Bluesky Wealth Advisors, LLC is a firm that has its headquarters in New Bern, NC. It has offices in seven locations and a total of 18 people on staff. It handles $612 million in total assets between its 1,474 client accounts, placing it among the larger firms in the United States by assets under management. Of its 1,474 client accounts, 54% are held by high-net-worth investors who have at least $1 million in investable assets. Bluesky Wealth Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely depend on the type of services provided. However, fees billed by Bluesky Wealth Advisors, LLC can include some blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluesky Wealth Advisors, LLC Brokerage Details
$612,430,755
18
1,474
$415,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Soo Kim Work History
Soo has been registered as a financial advisor for 5 years.*
Bluesky Wealth Advisors, LLC
Gainsco
Geico
Wellesley College
*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 Soo Kim 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 Bluesky Wealth Advisors, LLC
West Richland, WA
New Bern, NC
Moultrie, GA
Acworth, GA
New Bern, NC
New Bern, NC
New Bern, NC
New Bern, NC
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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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.
