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Kimberly Ann Flynn

XMS Capital Partners, LLC

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About Kimberly Ann Flynn

Kimberly Ann Flynn is a financial advisor with XMS Capital Partners, LLC. Kimberly has been in the financial services industry since 2005. Kimberly holds the Series 7, Series 24, and Series 63 licenses. Kimberly was previously employed at Nuveen Securities, LLC.

Firm Information

Kimberly Flynn is currently registered with XMS Capital Partners, LLC. XMS Capital Partners, LLC is a Limited Liability Company formed on September 22, 2006. The firm is registered in Illinois, Louisiana, Massachusetts, New York, Virginia, and Wisconsin. XMS Capital Partners, LLC is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Kimberly Flynn’s Registration & Firm History

IL

09/22/2016 - Present

XMS Capital Partners, LLC (Chicago IL)

IL

11/25/2004 - 03/04/2016

NUVEEN SECURITIES, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Ann Flynn.
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