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Charles Willard Kienbaum

Investment Adviser Representative at Alliant Securities, Inc. Turner, NORD, Kienbaum

Liberty Lake, WACRD #7452068Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Willard Kienbaum is an investment adviser representative with Alliant Securities, Inc. Turner, NORD, Kienbaum in Liberty Lake, WA, where they have been registered since 2021, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.

Office

695 North Legacy Ridge Drive Suite 300
Liberty Lake, WA 99019

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/27/2024
Series 65
Uniform Investment Adviser Law Examination
Passed 11/11/2021
SIE
Securities Industry Essentials Examination
Passed 11/18/2024
Series 7
General Securities Representative Examination
Passed 11/5/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Alliant Securities, Inc. Turner, NORD, KienbaumCurrent
11/11/2021 – Liberty Lake, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed
    Jul 2021 – Sep 2021Liberty Lake, WA
  2. Liberty Mutual
    Jan 2020 – Jun 2021Liberty Lake, WA
  3. Unemployed
    Jun 2019 – Jan 2020Liberty Lake, WA
  4. Santander Consumer USA
    Dec 2017 – Jun 2019Mesa, AZ
  5. Mandarin House
    Nov 2017 – Dec 2017Tempe, AZ
  6. Unemployed
    Jun 2017 – Nov 2017Tempe, AZ
  7. Dun and Bradstreet
    Mar 2017 – Jun 2017Tempe, AZ
  8. Unemployed
    Jan 2017 – Mar 2017Tempe, AZ
  9. Student
    Sep 2012 – Dec 2016Bellingham, WA
  10. Alliant Securities Inc
    Sep 2021 – no end date reportedLiberty Lake, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Alliant Securities, Inc. Turner, NORD, Kienbaum

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • First $250,0001.50%
  • Next $250,0001.25%
  • Next $500,0001.00%
  • Next $500,0000.75%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Traditional brokerage and investment advisory accounts.

Portfolio Management for Individuals and Small Businesses
Firm areas of expertise
BrokerageInvestment AdvisoryRegistered Broker DealerRegistered Investment AdvisorFinancial GuidancePersonalized Service

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Liberty Lake, WA
SEC file number:
801-120849

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at Alliant Securities, Inc. Turner, NORD, Kienbaum

5 other advisors in the directory

View Alliant Securities, Inc. Turner, NORD, Kienbaum firm profile

Similar advisors in Liberty Lake, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Willard Kienbaum has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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