Choice Wealth > Wealth Team
Kim O’Brien
Associate Wealth Advisor
With Kim, you’ll have a dedicated advisor with several years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed with the goal of growing and protecting your wealth.
323 18th Street W
O 701.495.0160
Let’s Get Started
No financial situation is the same, which is where my experience creating custom-tailored financial plans and asking important questions adds value to your financial future. I look forward to helping find your best future.
Areas of Focus
Financial Planning
How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.
Retirement Planning
Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.
Second Opinion
Feel confident in your strategy and receive insight into alternative approaches you may not have otherwise been aware.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Portfolio Management
As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.
Life Insurance
Save, invest, and pass on wealth to the next generation. I will help you write a life insurance contract focused on your financial legacy goals.
More About Kim
Hello! My name is Kim O’Brien, and I am a Wealth Advisor in Dickinson, ND. My small team and I work together to help individuals manage their investment portfolios and plan for successful financial futures. We work with many types of accounts including Retirement, Non-Retirement, Annuities, Life Insurance, and accounts for minors such as College Save and UTMAs. We like to look at financial planning holistically to ensure clients are prepared and have confidence in themselves and their families. We pride ourselves in providing excellent customer service and believe that this is what sets us apart from others.
I hold my series 7 and 66 securities registrations through LPL Financial, as well as Health and Life Insurance licenses. I have worked in this industry since 2021 and have had the wonderful opportunity to learn from an experienced advisor.
I am originally from Grand Forks, ND, where I graduated from Grand Forks Central High School and then went on to receive a Master of Science degree in Education at the University of North Dakota. I love educating beginning investors, as well as seasoned investors on the many ways they can build, maintain, and distribute their wealth.
I am married with three kids. They are getting old enough that I am just beginning to enjoy the wonderful world of organized sports! I love seeing my children enjoy the many activities they participate in and watching them find their passions. I also enjoy reading, going to yoga, golfing, and attending local high school athletic events, as my husband is often coaching or involved in some way. We love living in Dickinson and being involved in all it has to offer families.
Christy Dupre
Client Services Associate
Dickinson, ND