Unclaimed
Kimberly Kay Vidricksen is a financial advisor with over 15 years of experience in the financial services industry. Kimberly has been with LPL Financial LLC since November 2017. Before joining LPL Financial, Kimberly worked for a number of other firms including Investment Centers of America, Inc., Broker Dealer Financial Services Corp., and Uvest Financial Services Group, Inc. Kimberly specializes in a variety of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
11/29/2017 - Present
LPL Financial LLC (ABILENE KS)
KS
08/08/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (ABILENE KS)
KS
06/24/2009 - 08/15/2012
BROKER DEALER FINANCIAL SERVICES CORP. (MARQUETTE KS)
KS
08/20/2008 - 06/25/2009
UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)
KS
01/13/2004 - 08/01/2008
UMB FINANCIAL SERVICES, INC. (SALINA KS)
BC
Issued 02/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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