Kim Tejls Mortensen
Investment adviser representative at Total Wealth Planning and Management, Inc.
16 yearsExperience
2 statesRegistered in
$238.8MFirm assets
8 yearsFirm in business
Are you Kim Tejls Mortensen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Total Wealth Planning and Management, Inc.Jun 2013 to now
- Engineering and Information Technologies, IncJan 2010 to now
- Raymond James Financial Services Advisors Inc.May 2012 to Dec 2016
- Raymond James Financial Services, IncMay 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Total Wealth Planning and Management, Inc.
$238.8MAssets managed
414Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4733622
- Firm CRD
- 166664