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Kimberlee Marie Brown

JNBA FINANCIAL ADVISORS, LLC·BLOOMINGTON, Minnesota
Clean record12 years registeredJNBA FINANCIAL ADVISORS, LLC
8500 NORMANDALE LAKE BLVD, BLOOMINGTON, MN 55437CRD# 5912633Firm CRD# 106550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberlee Marie Brown · BLOOMINGTON, MN
Registration
CRD #5912633 · JNBA FINANCIAL ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

JNBA FINANCIAL ADVISORS, LLC
Jan 2014 – present
02

Registrations & Exams

Registration record
First registered · January 14, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JNBA FINANCIAL ADVISORS, LLC
CRD 106550 · SEC 801-21522
AUM
$1.5B
Regulatory assets under management
Employees
36
3,685 client accounts
Services offered by JNBA FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JNBA FINANCIAL ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Kimberlee Marie Brown offer?
Kimberlee Marie Brown specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Kimberlee Marie Brown's credentials?
Kimberlee Marie Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberlee Marie Brown located?
Kimberlee Marie Brown is based in BLOOMINGTON, Minnesota, working with JNBA FINANCIAL ADVISORS, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Kimberlee Marie Brown charge for services?
Kimberlee Marie Brown'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 JNBA FINANCIAL ADVISORS, LLC?
JNBA FINANCIAL ADVISORS, LLC has approximately 36 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JNBA FINANCIAL ADVISORS, LLC

Richard Stephen Brown
BLOOMINGTON, MN

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