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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Palmer-kamprath is a financial advisor with Generational Legacies Wealth Management. John Palmer-kamprath is a Certified Financial Planner™ professional. John has been in the financial industry since 2008. John is registered in Idaho. John was previously registered with UBS Financial Services Inc. John holds Series 66, Series 7TO, SIE and Series 7 licenses. John has experience providing financial planning and portfolio management services to individuals, charitable organizations, and high net worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
09/12/2023 - Present
Generational Legacies Wealth Management (COEUR D'ALENE ID)
WA
06/06/2008 - 02/11/2021
UBS FINANCIAL SERVICES INC. (SPOKANE WA)
BOTH
Issued 06/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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