Unclaimed Profile

Kimberly Ann Gotham

PLAN STRATEGIES INC·CENTENNIAL, Colorado

Clean recordPLAN STRATEGIES INC

5975 S QUEBEC, CENTENNIAL, CO 80111CRD# 6861662Firm CRD# 110048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Ann Gotham · CENTENNIAL, CO

Registration

CRD #6861662 · PLAN STRATEGIES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Ann Gotham is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with PLAN STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PLAN STRATEGIES INC

AUM

$292M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PLAN STRATEGIES INC →

Services

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Other: PERCENTAGE OF ASSETS ON WHICH WE CONSULT

Regulatory

SEC/IARD CRD# 6861662

Firm CRD# 110048

View on FINRA BrokerCheck →

Looking for a financial advisor in CENTENNIAL?

Browse all registered financial advisors in CENTENNIAL, Colorado or claim this profile if it's yours.

Browse CENTENNIAL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kimberly Ann Gotham offer?

Kimberly Ann Gotham is a registered financial advisor in CENTENNIAL, Colorado. Contact their office for details on services offered.

What are Kimberly Ann Gotham's credentials?

Kimberly Ann Gotham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Ann Gotham located?

Kimberly Ann Gotham is based in CENTENNIAL, Colorado, working with PLAN STRATEGIES INC. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.

How does Kimberly Ann Gotham charge for services?

Kimberly Ann Gotham's firm is compensated through percentage of aum, subscription fees, other: percentage of assets on which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLAN STRATEGIES INC?

PLAN STRATEGIES INC has approximately 3 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →