Kimberly A. Nourie
FINANCIAL LIFE ADVISORS
SAN ANTONIO, TX 78248
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CRD#: 3233900
Professional summary
Kimberly Ann Nourie, CFP® is a registered financial advisor currently at FINANCIAL LIFE ADVISORS located in San Antonio, Texas.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kimberly has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Biography
Kim joined Financial Life Advisors in 2017. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant, and a Texas Life and Health Insurance licensee with 20 years of experience in the personal financial services industry. Prior to this industry, Kim worked in corporate America for 15 years including CBRE, American Airlines and Arthur Andersen.
Kim is passionate about helping families maximize their financial resources in retirement as well as planning for the emotional and financial changes that come from experiencing new chapters in life. She is passionate about helping females find their financial voices. She graduated from Baylor University and is a member of University United Methodist Church, San Antonio Estate Planners’ Council, and Financial Planning Association of San Antonio & South Texas. She is an avid fan of the San Antonio Spurs and the Chicago Cubs. She’s Mom to her 4-legged and 80+ pound dog – Izzy.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Income Management
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Social Security Planning
Life Transitions
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Ann Nourie's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
November 9, 2017 - Present
FINANCIAL LIFE ADVISORS
Office #1: 2338 N Loop 1604 W Ste 311, San Antonio, TX 78248RIA
CRD#: 128502
SAN ANTONIO, TX
Past
May 31, 2012 - November 8, 2017
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
SAN ANTONIO, TX
Past
May 31, 2012 - November 8, 2017
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
SAN ANTONIO, TX
Past
July 1, 2008 - June 7, 2012
FINANCIAL LIFE ADVISORS
RIA
CRD#: 114152
SAN ANTONIO, TX
Past
June 10, 1999 - December 31, 2008
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
SAN ANTONIO, TX
Past
June 8, 1999 - June 4, 2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
SAN ANTONIO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FINANCIAL LIFE ADVISORS
FINANCIAL ADVISORS FOR LIFE | FINANCIAL LIFE ADVISORS LLC | FINANCIAL LIFE ADVISORS
CRD#: 128502 / SEC#: 801-111024
RIA
Registered Investment Advisory firm - (8/17/2017 Approved)California
Registered Investment Advisory firm - (11/21/2008 Terminated)Texas
Registered Investment Advisory firm - (12/13/2017 Terminated)Virginia
Registered Investment Advisory firm - (10/23/2008 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/9/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FINANCIAL LIFE ADVISORS
FINANCIAL ADVISORS FOR LIFE | FINANCIAL LIFE ADVISORS LLC | FINANCIAL LIFE ADVISORS
CRD#: 128502 / SEC#: 801-111024
RIA
Registered Investment Advisory firm - (8/17/2017 Approved)California
Registered Investment Advisory firm - (11/21/2008 Terminated)Texas
Registered Investment Advisory firm - (12/13/2017 Terminated)Virginia
Registered Investment Advisory firm - (10/23/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2338 N Loop 1604 W Ste 311, San Antonio, TX 78248
Mailing Address
Phone number
(210) 918-8998
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 710 |
| AUM (Assets Under Management) | $ 345,754,163 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
