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Kimberly Linnea Foss

EMPYRION WEALTH MANAGEMENT, INC.·ROSEVILLE, California
Series 7, Series 63Clean record35 years registeredEMPYRION WEALTH MANAGEMENT, INC.
3741 DOUGLAS BLVD, ROSEVILLE, CA 95661CRD# 1188425Firm CRD# 105888

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Linnea Foss · ROSEVILLE, CA
Registration
CRD #1188425 · EMPYRION WEALTH MANAGEMENT, INC. · 35 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Jan 2023 – present
EMPYRION WEALTH MANAGEMENT, INC.
Oct 1990 – Dec 2022
ROSEVILLE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · October 14, 1990
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EMPYRION WEALTH MANAGEMENT, INC.
CRD 105888 · SEC 801-36794
AUM
$238M
Regulatory assets under management
Employees
2
358 client accounts
Services offered by EMPYRION WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EMPYRION WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Kimberly Linnea Foss offer?
Kimberly Linnea Foss specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.
What are Kimberly Linnea Foss's credentials?
Kimberly Linnea Foss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Linnea Foss located?
Kimberly Linnea Foss is based in ROSEVILLE, California, working with EMPYRION WEALTH MANAGEMENT, INC.. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Kimberly Linnea Foss charge for services?
Kimberly Linnea Foss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMPYRION WEALTH MANAGEMENT, INC.?
EMPYRION WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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