Kimber Elizabeth Deloia

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

• 02/2011 → Present
  Lpl Financial Llc
  Denver, CO
• 02/2016 → Present
  Western Wealth Management, Llc
  Denver, CO

Previous Registrations

• 2016-02-04 → 2016-06-22
  Western Wealth Management Llc
  Denver, CO
  Golden, CO
• 2011-02-04 → 2016-03-07
  Independent Financial Partners
  Denver, CO
  Denver, CO
• 2007-12-13 → 2011-02-03
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 2005-04-19 → 2007-09-13
  Rbc Capital Markets, Llc
  Denver, CO
  Denver, CO

Other Businesses

(1) 07/17/2014: DeLoia Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - 2419 Bryant St. Denver, CO 80211 - Start 06/01/2014 - 160 Hr/Mo; 160 Hours During Securities Trading (2) 04/06/2016: Western Wealth Management - Registered Investment Advisor - DBA: (HYBRID) Western Wealth Management - Investment Related - 2419 Bryant St. Denver, CO 80211 - Start 02/04/2016 - 120 Hr/Mo; 120 Hours During Securities Trading - IAR (3) 08/24/2016: Western Wealth Management - Registered Investment Advisor DBA - DBA: DeLoia Wealth Management - Investment Related - 2419 Bryant St. Denver, CO 80211 - Start 02/04/2016 - 160 Hr/Mo; 100 Hours During Securities Trading - hourly fee advice and charge for financial planning. (4) 1/24/2019 - John Hancock - Investment Related - Overland Park, Kansas - Non-Variable Insurance Trails Only - Started 11/15/2011 - 1 Hours Per Month/0 Hours During Securities Trading. (5) 12/17/2019 - No Business Name - Investment Related - Denver, CO 80211 - Real Estate Rental - Landlord - Started 12/08/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Renting new property. (6) 9/8/2020 - No Business Name - Investment Related - Denver, CO 80211 - Real Estate Rental - Started 09/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Rent residence at Denver, CO 80211 starting Sept. 1, 2020. (7) 11/30/2023 - Advisor Insurance Solutions - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/18/2023 - 5 Hours Per Month/ During Trading (8) 07/11/2024 - Wealth Strategies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/02/2024 - 3 Hours Per Month/ During Trading (9) 03/13/2026-ICB Insurance-LTC Insurance-Non-Variable Insurance-Inv related-At Denver, CO-Start date 03/09/2026-5hrs/mth-5hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-04-09

Other Names

• Kimber Elizabeth Deloia
• Kimber Elizabeth Deiorio