Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Baxter is a financial advisor with Wealth Enhancement Advisory Services, LLC. Kimberly has been working in the financial services industry since 2001. Kimberly holds the Series 6, 26, and 63 licenses. Kimberly is a CERTIFIED FINANCIAL PLANNER™ professional. Kimberly has experience working with individuals, corporations, high-net-worth individuals, trusts and estates, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
10/17/2005 - 03/23/2020
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IL
05/15/2001 - 09/22/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kimberly Baxter is the right advisor for you? Invested Better is here to help.
