Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Vilhelm Kimball is a financial advisor with CWM, LLC, a firm headquartered in Omaha, Nebraska. Karl has been in the financial services industry since 1988 and has a wide range of experience serving a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Karl is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
PA
03/20/2014 - Present
CWM, LLC (DOYLESTOWN PA)
PA
01/17/2017 - 01/11/2024
CETERA ADVISOR NETWORKS LLC (DOYLESTOWN PA)
PA
10/24/2005 - 01/19/2017
LPL FINANCIAL LLC (DOYLESTOWN PA)
IN
02/26/2003 - 11/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/26/2003 - 11/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/17/2002 - 03/12/2003
QUICK & REILLY, INC. (NEW YORK NY)
NA
08/15/1990 - 05/27/1992
MML INVESTORS SERVICES, INC.
NA
03/15/1989 - 08/14/1990
GUARDIAN INVESTOR SERVICES CORPORATION
NA
07/05/1988 - 01/02/1989
TRAVELERS EQUITIES SALES, INC.
BOTH
Issued 07/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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