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Kimberly Ann Stoll

Wealthplan Partners

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About Kimberly Ann Stoll

Kimberly Stoll is a financial advisor with Wealthplan Partners, a firm located in Omaha, Nebraska. Kimberly has been in the financial industry since 1988 and has a wide range of experience serving clients. Kimberly has experience providing a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Kimberly Stoll is currently registered with Wealthplan Partners. Wealthplan Partners is a registered investment advisor headquartered in Omaha, Nebraska. The firm manages over $1.8 billion in assets for individuals, families, trusts, businesses, and retirement plans. Wealthplan Partners provides a variety of financial planning and investment management services, including portfolio management, financial planning, retirement planning, and estate planning. The firm has a team of experienced advisors who are committed to providing clients with personalized financial advice and guidance.
Wealthplan Partners

101 SOUTH 108TH AVENUE

OMAHA, NE 68154

$1.81B

Assets Under Management

3

Total Clients

22

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 Stoll’s Registration & Firm History

IA

01/08/2020 - Present

Wealthplan Partners (Camanche IA)

IA

10/31/2016 - 06/14/2024

SECURITIES AMERICA, INC. (CAMANCHE IA)

IA

09/01/2016 - 10/31/2016

SUMMIT BROKERAGE SERVICES, INC. (CAMANCHE IA)

IA

10/23/2009 - 10/31/2016

VSR FINANCIAL SERVICES, INC. (CAMANCHE IA)

IA

05/12/1995 - 10/27/2009

FSC SECURITIES CORPORATION (CAMANCHE IA)

MN

01/19/1988 - 05/16/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/18/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Ann Stoll.
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