Invested Better
Unclaimed

Unclaimed

Unclaimed

Kimberly K Garner

Libertas Wealth Management Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kimberly? Claim Your Profile

About Kimberly K Garner

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.

Firm Information

Kimberly Garner is currently registered with Libertas Wealth Management Group, Inc.. Libertas Wealth Management Group, Inc. is an investment advisory firm registered with the SEC. They provide financial planning, pension consulting, and portfolio management for individuals and high-net-worth individuals. The firm manages approximately $87.7 million in assets for 909 clients. They also offer a wrap fee program.

$87.71M

Assets Under Management

Not reported

Total Clients

1

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kimberly Garner’s Registration & Firm History

OH

03/01/2021 - Present

Libertas Wealth Management Group, Inc. (COLUMBUS OH)

Not sure if Kimberly K Garner is right for you?

Licenses & Designations

IA

Issued 12/10/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly K Garner.
Not sure if Kimberly K Garner is right for you?