ChooseAFinancialAdvisor.com
Advisors / Washington / Mercer Island
26yrs

Kim Hoversten

Financial advisor at Ameriprise Financial Services

Kim Hoversten has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Mercer Island, Washington. Kim joined Ameriprise Financial Services in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Kim holds the ChFC designation.

One of 171 advisors with offices in Mercer Island, and one of 163 fiduciaries.

Mercer Island, WA 98040ChFCTop 24% by experience in WashingtonFiduciary advisor

At a glance

Experience26 years (since 2001)
How that compares ?Top 24% by experience in Washington
Office2630 77th Ave SE Suite 110, Mercer Island, WA 98040
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now

Questions to ask Kim

Tailored to Kim’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kim

How do I contact Kim?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Kim Hoversten. Kim works from the Mercer Island, WA office.

How long has Kim been a financial advisor?

Kim has been in the industry since 2001, about 26 years. Top 24% by experience in Washington.

What licenses does Kim hold?

Series 66. Tap any license on this page to see what it allows.

Is Kim a fiduciary?

Kim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kim paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kim for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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