linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kimberly Anne Vesely

Fullcircle Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kimberly? Claim Your Profile

About Kimberly Anne Vesely

Kimberly Vesely is a financial advisor with over 13 years of experience in the financial services industry. Kimberly has a wide range of experience, having worked with various firms, including Raymonds James Financial Services, Inc., Triad Advisors, LLC, and FullCircle Wealth LLC. Kimberly is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Kimberly is currently registered with FullCircle Wealth LLC. Kimberly specializes in providing financial planning, portfolio management, and other advisory services to individuals, high net worth individuals, and businesses.

Firm Information

Kimberly Vesely is currently registered with Fullcircle Wealth LLC. Fullcircle Wealth LLC is a Dallas, TX-based registered investment advisor with over $310 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and 401(k) plans. Fullcircle Wealth LLC is also a Registered Investment Advisor.
Fullcircle Wealth LLC

15660 NORTH DALLAS PARKWAY

DALLAS, TX 75248

$310.55M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kimberly Vesely’s Registration & Firm History

TX

03/14/2018 - Present

Fullcircle Wealth LLC (DALLAS TX)

TX

09/20/2016 - 04/02/2024

TRIAD ADVISORS LLC (DALLAS TX)

TX

01/11/2011 - 05/17/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)

GA

05/06/2010 - 11/19/2010

DEWAAY FINANCIAL NETWORK, LLC (ATLANTA GA)

TX

03/30/2009 - 05/07/2010

FSC SECURITIES CORPORATION (FRISCO TX)

Not sure if Kimberly Anne Vesely is right for you?

Licenses & Designations

BOTH

Issued 07/05/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Anne Vesely.
Not sure if Kimberly Anne Vesely is right for you?