Paul
Kienbaum

Alliant Securities, Inc Turner, Nord, Kienbaum

CRD#1532287
Investment Advisor
in Liberty Lake, WA

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About this Advisor

Paul Kienbaum is a financial advisor based in Liberty Lake, Washington, working with Alliant Securities, Inc Turner, Nord, Kienbaum. Paul has previously held positions at Alliant Securities, Inc and Skiyalater, LLC. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Idaho, Montana, Oregon, and Washington. Currently, Paul is part of Alliant Securities, Inc Turner, Nord, Kienbaum, which operates out of Liberty Lake, Washington. The firm has 9 employees and manages assets totaling $180.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alliant Securities, Inc Turner, Nord, Kienbaum includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

695 North Legacy Ridge Drive Suite 300
Liberty Lake, WA 99019

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Alliant Securities, Inc Turner, Nord, Kienbaum Brokerage Details

Total Assets Under Management

$180,000,000

WA Average: $3,566,627,242
Total Number of Employees

9

WA Average: 46
Total Number of Accounts

521

WA Average: 1,499
Average Account Size

$345,489

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Paul Kienbaum Work History

2023 - Present (1 year)

Skiyalater, LLC

1988 - Present (36 years)

Alliant Securities, Inc

Disclosures

Please visit the SEC profile of Paul Kienbaum 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 Alliant Securities, Inc Turner, Nord, Kienbaum

Charles Kienbaum
Liberty Lake, WA
Jeffrey Newton
Liberty Lake, WA
John Woodhead
Liberty Lake, WA
Stephanie Bates
Liberty Lake, WA
Paul Kienbaum
Liberty Lake, WA

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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