KIMBERLEY BEAUREGARD

Operations Associate / Admin Assistant

Kim joined NWAM in 2018. She assists the operations team with the onboarding of new advisors to assure a smooth transition. Kim has been an administrative assistant to financial advisors and business systems consultants since 1991 with a 12-year hiatus as an interior designer. She is from Issaquah, WA and attended Gonzaga University in Spokane, WA. Kim enjoys travel, local attractions and is an avid reader.

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NWAM, LLC, dba Northwest Asset Management and RIA Innovations is an SEC registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information please click the following link here.