Unclaimed
Dwight Kimber is a financial advisor with over 15 years of experience in the industry. Dwight is currently registered with Silver Oak Securities, Inc., and has been with the firm since December 2009. Previously, Dwight was registered with Harbour Investments, Inc., Berthel, Fisher & Company Financial Services, Inc. and Next Financial Group, Inc. Dwight holds the Series 7, Series 66 and SIE licenses and is registered in Iowa, Minnesota, and Wisconsin. Dwight offers a variety of financial services to clients, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
08/28/2012 - Present
Silver OAK Securities, Inc. (Sayner WI)
WI
09/07/2007 - 12/03/2009
HARBOUR INVESTMENTS, INC. (SAYNER WI)
WI
03/12/2007 - 09/04/2007
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PRESCOTT WI)
WI
04/18/2006 - 02/26/2007
NEXT FINANCIAL GROUP, INC. (PRESCOTT WI)
BOTH
Issued 05/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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