Unclaimed
Kimberly Garner is a registered Investment Advisor Representative with Libertas Wealth Management Group, Inc. in Columbus, Ohio. Kimberly has been in the industry since August 2010. Kimberly holds a Series 65 license. Kimberly's specializations include Financial Planning, Pension Consulting, and Portfolio Management for Individuals. Libertas Wealth Management Group, Inc. manages over $87 million in assets for 909 accounts.
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.
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.
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OH
03/01/2021 - Present
Libertas Wealth Management Group, Inc. (COLUMBUS OH)
IA
Issued 12/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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