LPL Financial
41yrs
Top advisor by experience in Oaks
8yrs
Anna Kim
Financial advisor at SEI Investments Management
Based in Oaks, Pennsylvania, Anna Kim is a fiduciary financial advisor with 8 years of industry experience. Anna joined SEI Investments Management in 2022, after less than a year at Grove Point Advisors and three years at Grove Point Investments. SEI Investments Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 105 advisors with offices in Oaks, and one of 101 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeOne Freedom Valley Drive, Oaks, PA 19456
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$471,672
Advisors at the firm127
States licensed ?1 state
Services through SEI Investments Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowSEI Investments Management CorpCurrent firm
- Apr 2021 – May 2021Grove Point Advisors, LLCPreviously
- 2018 – 2021Grove Point Investments, LLCPreviously
Contact Anna
(610) 676-1000SEI Investments Management main office One Freedom Valley DriveOaks, PA 19456Office · Get directions Firm websiteHTTP://WWW.SEIC.COM
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call SEI Investments Management at (610) 676-1000 and ask for Anna Kim. Anna works from the Oaks, PA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
SEI Investments Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Anna 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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