Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lynn Woodsum is an Investment Adviser Representative who is currently registered with Simplicity Wealth. Kimberly has been in the industry since 2016. Kimberly is a Series 65 licensed individual. Kimberly is also licensed in Illinois. Kimberly has experience working with high net worth individuals, other investment advisers, banking or thrift institutions, and individuals other than high net worth. Simplicity Wealth is a registered investment advisor with offices in Lincolnshire, Illinois and Summit, New Jersey.
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.
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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IL
09/13/2024 - Present
Simplicity Wealth (Lincolnshire IL)
IA
Issued 03/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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