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Kimberly Ann Fink

Newedge Advisors

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About Kimberly Ann Fink

Kimberly Fink is an Investment Advisor Representative with Newedge Advisors, based in Salina, KS. Kimberly has been in the industry since 2002, and has experience working with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Kimberly is licensed in Kansas, Ohio and Texas. Kimberly holds a Series 66, Series 63, Series 7 and SIE. Kimberly is also a Certified Financial Planner. Kimberly helps clients with retirement planning and various financial goals, tax planning, and manages investments accordingly.

Firm Information

Kimberly Fink is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberly Fink’s Registration & Firm History

KS

02/26/2021 - Present

Newedge Advisors (Salina KS)

KS

01/01/2008 - 03/02/2021

WELLS FARGO CLEARING SERVICES, LLC (SALINA KS)

KS

02/21/2003 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SALINA KS)

MO

01/15/2002 - 02/25/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/11/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kimberly Ann Fink.
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