Kimberly Joan Lampropoulos

Employer firm

Northwest Financial Advisors LLC CRD 166769

$1.24B regulatory AUM 607 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 09/2016 → Present
  Lpl Financial, Llc
  Herndon, VA
• 05/2016 → 09/2016
  Omega Wealth Management
  Arlington, VA
• 09/2016 → Present
  Northwest Financial Advisors, Llc
  Herndon, VA
• 09/2016 → Present
  Northwest Financial Group Llc
  Herndon, VA

Other Businesses

1. 7/5/2019 - Northwest Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/01/2019 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Northwest Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 7/19/2019 - NW Insurance Agency LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life Insurance Agent - Start Date: 04/01/2019 - 15 Hours Per Month During Securities Trading. 3. 11/5/2019 - Northwest Financial Advisors, LLC - Investment Related - DBA for LPL Business (entity for LPL business). 4. 1/2/2020 - Northwest Financial Group LLC - Investment Related - Other-referring broker dealer - Start Date: 8/22/2018 - Compensation paid through this entity in internal records.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-03-26

Other Names

• Kimberly Joan Heffernan