Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kay Schwinler is a financial advisor registered with First Command Advisory Services. Kimberly has been in the industry since 2017. Kimberly is licensed in 11 states and holds several professional designations. Kimberly's areas of expertise include financial planning, portfolio management and other services. First Command Advisory Services is a registered investment advisor that provides financial planning and investment management services to individuals and families. First Command is headquartered in Fort Worth, TX and has offices across the country.
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.
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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TX
04/16/2024 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 01/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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