Kimberly M. Morton

WEALTHLOGIC

Gilbert, AZ

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CRD#: 5233521

Professional summary

Kimberly Marie Morton, CFP® is a registered financial advisor currently at WEALTHLOGIC located in Gilbert, Arizona.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kimberly has worked at 5 firms and has passed the Series 65 exam.

Biography

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience. My background spans financial planning, investment management, tax planning, legacy planning, and risk management.

My passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial independence so you can focus on what’s important to you. 

I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. 
Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Divorce Planning

Generation X

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

250K

How do you get paid?

Fee Only

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.

Bridge Financial Strategies; Scottsdale, Arizona; Investment Related; Tax Preparation Assistant; Started 01/2016

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Marie Morton'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^®

RIA

CRD#: 127517

SCOTTSDALE, AZ

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

Arizona
(9/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/2/2006

Uniform Investment Adviser Law Examination

Current Firm

WEALTHLOGIC

WEALTHLOGIC | WEALTHLOGIC, LLC

CRD#: 326644 / SEC#:

Arizona

Registered Investment Advisory firm - (9/8/2023 Approved)

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Contact information

Main Address

Gilbert, AZ

Mailing Address

70 S. Val Vista Drive A3 - 525, Gilbert, AZ 85296

Phone number

(480) 716-9049

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 19,406,025

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Kimberly M. Morton

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Marie Morton's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHLOGIC

BRIDGE FINANCIAL STRATEGIES, LLC

DYNAMIC

SENSIBLE MONEY, LLC

WEALTH MANAGEMENT SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2006

Current Firm

WEALTHLOGIC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTHLOGIC

TRUST BUT VERIFY

Contact information

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