Kimberlee N. Harmon

FOWLER TAX ADVISORS LLC

ENGLEWOOD, CO 80111

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CRD#: 7176954

Professional summary

Kimberlee Nicole Harmon, who also goes by Sandra Nicole Baca, is a registered financial advisor currently at FOWLER TAX ADVISORS LLC located in Englewood, Colorado.

Kimberlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kimberlee has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandra Nicole Baca

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.

R.G. FOWLER & COMPANY, P.C. - NOT INVESTMENT RELATED - 5460 S. QUEBEC ST., SUITE 230, ENGLEWOOD, CO 80111 - NATURE OF BUSINESS: TAX CONSULTING & TAX PREPARATION FIRM - POSITION/TITLE: SENIOR TAX MANAGER - START: 04/15/2018 - HOURS DEVOTED: 160 HOURS PER MONTH ON AVERAGE - 160 HOURS DURING SECURITIES TRADING HOURS - DUTIES: TAX COMPLIANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberlee Nicole Harmon'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®

None

Experience

Current

October 4, 2019 - Present

FOWLER TAX ADVISORS LLC

Office #1: 5460 South Quebec Street Suite 230, Englewood, CO 80111

RIA

CRD#: 305347

ENGLEWOOD, CO

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

Colorado
(10/4/2019)

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

Current Firm

FOWLER TAX ADVISORS LLC

CRD#: 305347 / SEC#:

Colorado

Registered Investment Advisory firm - (10/4/2019 Approved)

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Contact information

Main Address

5460 South Quebec Street Suite 230, Englewood, CO 80111

Mailing Address

Phone number

(303) 843-0323

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.