Broker Check

Hybrid Registered Investment Advisor Model

Client Centered

As an independent firm, Kimball Creek Partners has access to objective research and a comprehensive array of tools, resources and technology. With no pressure to steer clients towards specific products and no proprietary products to sell, we have the freedom to offer financial guidance using a wide variety of objective investment recommendations.

The advantages of our firm’s hybrid RIA structure are

  • Transparency—Easy-to-understand explanations of the products and services and what they cost
  • Personalized, Objective Advice—Independence and flexibility to deliver uncompromised investment strategies with no sales quotas or institutionally required products or model portfolios
  • Support and Resources—Depth of investment choices often unparalleled in the industry

We are affiliated with Financial Advocates Investment Management for our Registered Investment Advisory (RIA) fee based advisory services regulated by the State of WA and the SEC; and LPL as our broker/dealer for commission-based accounts which are regulated by FINRA.  LPL serves as the third-party custodian for all of our accounts.