Unclaimed
Kimberley Becker is a registered Investment Advisor Representative with Mairs & Power. Kimberley has been in the industry since 2001 and holds Series 65 and 66 licenses, as well as the Series 7. Kimberley has been a registered representative with Wells Fargo Investments, LLC in the past, and currently provides financial planning services to individual, business, and institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
12/08/2023 - Present
Mairs & Power (ST. PAUL MN)
MN
04/10/2007 - 07/20/2010
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
CA
07/30/2001 - 10/19/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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