Kimberly Marie Morton
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTHLOGIC | WEALTHLOGIC, LLC
Contact Information
Main Address
Gilbert, AZMailing Address
70 S. Val Vista Drive A3 - 525, Gilbert, AZ 85296Phone Number
(480) 716-9049# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
126AUM (Assets Under Management)
$25,389,882Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Marie Morton's CRS (Customer Relationship Summary).
Services Offered by Kimberly
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
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