Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Gieseler is a financial advisor with over 20 years of experience in the financial services industry. Kimberly is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63 and 65 licenses. She is currently registered with CWM, LLC and has worked with clients in Colorado, Texas, California, Nebraska, New Mexico, Florida, and Connecticut. Kimberly has previously worked with LPL FINANCIAL LLC and MetLife Securities Inc. Kimberly specializes in providing financial planning, portfolio management, estate planning and investment advisory services. Kimberly has an active investment advisory license in Colorado and Texas. Kimberly is a co-founder of Valorem Financial and an Investment Advisory Representative for CWM, LLC.
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
CO
10/24/2018 - Present
CWM, LLC (Arvada CO)
CO
02/05/2009 - 11/07/2018
LPL FINANCIAL LLC (ARVADA CO)
MA
04/29/2003 - 02/25/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/29/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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