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Kimberly Cantrell Maichle

Virtus Fixed Income Advisers, LLC

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About Kimberly Cantrell Maichle

Kimberly Cantrell Maichle is a Registered Representative with Virtus Fixed Income Advisers, LLC, specializing in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Kimberly has been in the industry since November 2014. She has been with Virtus Fixed Income Advisers, LLC, since June 2017. Kimberly holds the Series 63, Series 7, and SIE licenses. Kimberly is also a Chartered Financial Analyst. Kimberly is registered to provide investment advisory services in Florida, Georgia, Indiana, Missouri, North Carolina, South Carolina, and Virginia. Prior to joining Virtus Fixed Income Advisers, LLC, Kimberly worked at Ridgeworth Distributors LLC.

Firm Information

Kimberly Maichle is currently registered with Virtus Fixed Income Advisers, LLC. Virtus Fixed Income Advisers, LLC is an investment adviser registered with the SEC. The firm manages over $32.8 billion in assets for a wide range of clients, including insurance companies, investment companies, charitable organizations, and high net worth individuals. They offer a variety of advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm is based in Hartford, CT.
Virtus Fixed Income Advisers, LLC

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$32.78B

Assets Under Management

2

Total Clients

5

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kimberly Maichle’s Registration & Firm History

GA

06/15/2015 - Present

Virtus Fixed Income Advisers, LLC (ATLANTA GA)

GA

11/04/2014 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Cantrell Maichle.
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