Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Margelofsky is a financial advisor with over 10 years of experience in the industry. Kimberly is registered with LPL Financial LLC and has been with the firm since 2016. Prior to joining LPL Financial LLC, Kimberly worked at BMO Harris Financial Advisors, Inc. and M&I BMO Financial Group. Kimberly is dedicated to providing personalized financial advice to her clients and is committed to helping them achieve their financial goals.
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.
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2
WI
10/05/2022 - Present
LPL Financial LLC (FOND DU LAC WI)
WI
01/08/2016 - 09/06/2022
LPL FINANCIAL LLC (FOND DU LAC WI)
WI
05/07/2013 - 01/05/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (MAYVILLE WI)
IA
Issued 05/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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