Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Lynnette Astin is a registered investment advisor representative with BCM Wealth Management in Wilmington, Delaware. Kim has been in the financial services industry since 2011. Kim is also a registered investment advisor representative with Shepherd Financial Investment Advisory LLC in Carmel, Indiana. Kim is a Series 65 licensed professional and holds the Uniform Investment Adviser Law Examination. Kim has experience providing financial planning, pension consulting and wealth planning services. Kim primarily works with high net worth individuals, corporations, and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fee based insurance; wealth planning
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.
A percentage of plan assets
1
2
DE
06/03/2021 - Present
BCM Wealth Management (WILMINGTON DE)
IA
Issued 06/03/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kim Astin is the right advisor for you? Invested Better is here to help.
