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KMR WEALTH ADVISORY, LLC
KMR Wealth Advisory, LLC is a Registered Investment Advisor dedicated to helping clients navigate personal finance and investment options. It specializes in...
Overview
KMR Wealth Advisory, LLC is a Registered Investment Advisor dedicated to helping clients navigate personal finance and investment options. It specializes in financial planning and wealth management for retirement income needs, including supporting lifestyle, mitigating taxes, protecting and passing wealth, and charitable giving. The firm provides service on a non-discretionary basis under a fiduciary standard and serves clients locally, statewide, and nationwide from San Luis Obispo, CA.
General information
Firm type
Multi Family Office
Location
Country
United States
City
San Luis Obispo
Principals
Kristin M. Rasmussen
CFP®, RICP®
Kristin Rasmussen
CFP® RICP®
Sector focus
Frequently asked questions
Who founded KMR Wealth Advisory, LLC?
The founding individual or team behind KMR Wealth Advisory, LLC is not identified in any publicly available database or publication. The firm's ownership structure and founding date are not part of the public record.
Where is KMR Wealth Advisory, LLC headquartered?
The firm's headquarters location is not publicly disclosed. No office address, city, or country has been confirmed through official filings or the firm's own communications.
How can one verify KMR Wealth Advisory, LLC's regulatory status?
The firm's regulatory status as an RIA or other advisory entity is not confirmed through public sources. Interested parties should check the SEC's Investment Adviser Public Disclosure (IAPD) website or relevant state registries for potential filings.
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