Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kelliher is a financial advisor with over 15 years of experience in the industry. Kimberly currently works at Oneamerica Securities, Inc. and is registered in Colorado, Idaho, Utah, and Wyoming. Kimberly holds the Series 6, Series 26, Series 63, and Series 65 licenses. Kimberly has a passion for helping individuals and businesses achieve their financial goals and is committed to providing personalized service and sound financial advice.
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.
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2
IN
11/03/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WI
01/20/2012 - 08/22/2012
LPL FINANCIAL LLC (MADISON WI)
WI
09/10/2007 - 12/10/2007
ASSOCIATED INVESTMENT SERVICES, INC. (WAUKESHA WI)
WI
11/29/2002 - 05/03/2006
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MENOMONEE FALLS WI)
CA
12/13/2000 - 11/29/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
02/19/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
AZ
03/15/1993 - 06/29/1996
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BC
Issued 11/15/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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