Charles Willard Kienbaum
Investment adviser representative at Alliant Securities, Inc. Turner, Nord, Kienbaum
9 yearsExperience
1 stateRegistered in
$300MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Alliant Securities, Inc. Turner, Nord, KienbaumNov 2021 to now
- Alliant Securities IncSep 2021 to now
- UnemployedJul 2021 to Sep 2021
- Liberty MutualJan 2020 to Jun 2021
- UnemployedJun 2019 to Jan 2020
- Santander Consumer USADec 2017 to Jun 2019
- Mandarin HouseNov 2017 to Dec 2017
- UnemployedJun 2017 to Nov 2017
- Dun and BradstreetMar 2017 to Jun 2017
- UnemployedJan 2017 to Mar 2017
- StudentSep 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Alliant Securities, Inc. Turner, Nord, Kienbaum
Legal name: Alliant Securities, Inc.
$300MAssets managed
711Clients
6Advisers
5 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
- 7452068
- Firm CRD
- 7726