Kim S. Luthy
B.S. in Management
Lebanon Valley College
Million Dollar Round Table
Morris County Chamber of Commerce
CERTIFIED FINANCIAL PLANNER(CFP®)
Board Member-Foster and Adoptive Family
Women President’s Organization(WPO)
Financial Education Network- Retirement
Planning Course Teacher
Founder/Facilitator – The Vision Network
Member FPA-Financial Planning
Association Institute for Divorce Financial
NJ Collaborative Law Group member
President, Women's Interactive Sales Exchange (WISE)
Awards and Recognition:
Boy Scouts of America Tribute to Women Award
Kim is a Senior Financial Advisor with Allied Wealth Partners celebrating her 30th year dedicated to empowering clients to control their own destiny. Kim is constantly trying to learn and improve herself professionally. She has earned her Certified Financial Planner designation (CFP®) which illustrates her completion of the rigorous experience and ethical requirements of the CFP® Board. In addition to her CFP® designation, Kim has earned the professional designation of Certified Fund Specialist (CFS), Certified in Long Term Care (CLTC), and is a registered representative holding her life, accident, health and long-term care insurance licenses in multiple states. Kim is focused on growing herself to better assist clients.
Kim has completed a program in professional divorce analysis and now holds the Certified Divorce Financial Analyst® designation. This enables Kim to provide financial information and assistance to people going through a divorce. It is essential to Kim to be able to help avoid common financial pitfalls of divorce by offering insight into the pros and cons of different settlements serving as their financial advisor.
Kim has enjoyed a successful tenure with AWP. She has been recognized with numerous awards from the Firm such as; Associate of the Year, Fast Start Award, President and Senate Club, multiple years' award recipient for Top Sales Leader, Sales Leader Award, as well as receiving regular recognition as Advisor of the Month. Further recognition from the Firm is demonstrated by the fact that Kim is also a member of the AWP Advisory Board, and her special recognition award from AWP for continued exemplary service. Kim recognized as an Allied Wealth Partners’ Total New Sales Leader for June 2015-June 2016 and June 2016-June 2017.
Kim has been recognized outside the financial services community including Court of the Table level within the Million Dollar Round Table and as well as the Tribute to Women Award by the Boy Scouts of America. This award honors outstanding women who serve as exemplary role models for the youth of our area through their vocations or avocations and who live their lives according to the ideals of the Scout Oath and Law.
To keep her skills sharp, Kim participates in professional associations such as the Million Dollar Round Table, and WISE (Women’s Interactive Sales Exchange) and the Financial Planning Association. Kim is very active with the Morris County Chamber of Commerce where she has served on many committees within the Women in Business group, such as the Steering Committee Board. Kim is a member of a national organization called the Financial Education Network. She teaches pre-retirement and retirement planning courses at local colleges, schools and libraries to 50-70 Year olds.
Kim earned her Bachelor of Science in Management from Lebanon Valley College in Annville, Pennsylvania. She has been a featured on the radio for stations 103.7 WNNJ where she discussed avoiding overspending at the holidays and 101.1 JACK FM where she discussed women and finances, as well as Metro One Radio Network discussing Long Term Care issues. Kim is an active speaker. She has participated in a panel on Core Values, Shift Happens, Overcoming Challenges in Difficult Times, Retirement Planning and more. Kim is the founder and facilitator of women’s networking group called The Vision Network. This group is designed to Inspire Growth and Change.
Kim resides in Randolph. Kim has three children, Taylor, Zachary and Aidan. She is an avid sports lover and dedicated volunteer within her community.
Kim is a registered representative and investment advisor representative of Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC and a Registered Investment Advisor. Allied Wealth Partners is independently owned and operated. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Tracking#: 1961385 DOFU: 12/2017