Kimberly A. Grandinetti

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → 11/2023
  World Financial Group, Inc.
  Greenwood Village, CO
• 01/2012 → 11/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 09/2012 → 11/2023
  Kag Consulting Llc
  Golden, CO
• 12/2011 → 11/2023
  Kag Consulting Llc Dba Kag Administration And Office Expenses
  Golden, CO
• 03/2013 → 12/2017
  Westwood Ridge Home Owners Association
  Golden, CO
• 11/2023 → Present
  Lpl Financial Llc
  Golden, CO

Previous Registrations

• 2012-01-06 → 2023-11-30
  Transamerica Financial Advisors, Llc
  Denver, CO
  Centennial, CO
• 2010-03-24 → 2012-01-06
  Investment Advisors International, Inc.
  Denver, CO
  Westminster, CO

Other Businesses

1) 11/29/2023 - One Resource Group - Non-Variable Insurance - Selling: Term, Universal, Indexed Universal Life, Disability, LTC - IN 46783 - Investment related - Start date: 11/24/2023 - 12 Hrs/Mth - 3 Hrs During Trading. 2) 11/29/2023- Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date: 10/30/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 11/29/2023 - Grandinetti Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date: 11/13/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 04/18/2024 - Priority Wealth Partners - Inv Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Started: 3/18/2024 - 40 Hrs/Mo During Trading. 5) 04/22//2024 - KAG Consulting LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/1/2008. 6) 08/05/2024 - Priority Life Consultants - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 15 Hours per Month/ 1 Hour During Trading 7) 10/09/2024 - World Financial Group (WFG) - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 0 Hours Per Month/ During Trading 8) 09/15/2025 - Barson Insurance and Financial Services --- Under the Integrity Umbrella - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/15/2025 - 5 Hrs/Mth - 1 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-09
• S63 Uniform Securities Agent State Law Examination
  2007-10-13

Other Names

• Kimberly Grandinetti