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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Haines is an investment advisor representative with Avantax Advisory Services. Kimberly is registered with the state of Michigan and has been in the industry since 2017. Kimberly holds Series 66, 7, SIE, and 6TO licenses. In addition to being an advisor representative, Kimberly is also the owner of Haines Accounting, a business that provides accounting, payroll, and tax services. Kimberly's specializations include financial planning, pension consulting, and portfolio management for individuals and businesses. Kimberly's firm, Avantax Advisory Services, offers a variety of services to clients, including financial planning, portfolio management, pension consulting, and educational seminars. The firm has a long history of providing quality investment advice to individuals and families.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
1
2
MI
01/08/2018 - Present
Avantax Advisory Services (Chelsea MI)
BOTH
Issued 09/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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