KIM TEJLS MORTENSEN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with TOTAL WEALTH PLANNING AND MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TOTAL WEALTH PLANNING AND MANAGEMENT, INC. | 2013-06-06 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2012-05-21 | 2016-12-31 | — |
| AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. | 2009-05-14 | 2012-05-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-07-01 | 2007-07-03 | — |