Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kropp is an investment advisor representative at Osaic Wealth, Inc., based in Omaha, NE. Kimberly has over 36 years of experience in the financial services industry. She is also a registered representative with Osaic Advisory Services, LLC. Kimberly specializes in financial planning, portfolio management, and pension consulting. She provides services to individuals, businesses, and institutional clients. Kimberly is a Certified Financial Planner and holds a Series 63, 65, 7, and 24 licenses.
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.
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.
1
2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
02/20/1996 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NA
08/22/1990 - 03/22/1996
FIRSTIER SECURITIES, INC.
WI
01/19/1988 - 09/05/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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