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Kim Sue Huppertz

Captrust

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About Kim Sue Huppertz

Kim Huppertz is an investment advisor representative with Captrust, based in Clarkston, MI. Kimberly has been in the industry for over 20 years and is registered with the states of Michigan and Texas. Kimberly holds a Series 6, 63 and 65 license. Kimberly has a long history of working with individuals, families, and institutions. Kimberly has expertise in a range of financial planning and investment management services, including portfolio management, retirement planning, and estate planning.

Firm Information

Kim Huppertz is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kim Huppertz’s Registration & Firm History

MI

07/10/2019 - Present

Captrust (Clarkston MI)

GA

07/05/2000 - 05/18/2006

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/10/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kim Sue Huppertz.
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