John R. Palmer-kamprath
Professional summary
John Robert Palmer-kamprath, CFP®, who also goes by John R. Kamprath, John Robert Kamprath, John Kamprath, John R. Palmer-kamprath, John Robert Palmer-kamprath, is a registered financial advisor currently at GENERATIONAL LEGACIES WEALTH MANAGEMENT located in Coeur D'alene, Idaho.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Palmer-kamprath's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
September 12, 2023 - Present
GENERATIONAL LEGACIES WEALTH MANAGEMENT
February 23, 2021 - August 9, 2023
GRUPP FINANCIAL LLC
June 23, 2008 - February 11, 2021
UBS FINANCIAL SERVICES INC.
June 6, 2008 - February 11, 2021
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2023)
Exams
Series 7TO
Date: 12/19/2022
General Securities Representative ExaminationCurrent Firm
GENERATIONAL LEGACIES WEALTH MANAGEMENT
CRD#: 327966 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 33,512,241 |
Red Flags
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.
