Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Louise Curtis is a financial advisor with over 30 years of experience in the industry. Kimberly has held various roles at firms such as Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Currently, Kimberly is registered with Cerity Partners LLC as a Registered Investment Advisor (RIA). Kimberly holds the Series 63, Series 65, and Series 7 licenses and is also a Certified Financial Planner™ and a Chartered Financial Consultant®. Kimberly specializes in providing financial planning, portfolio management, and tax services to a wide range of clients, including high-net-worth individuals, families, and charitable organizations.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
04/01/2024 - Present
Cerity Partners LLC (NEW YORK NY)
CO
08/25/1992 - 08/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
MN
08/25/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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