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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Nigel Dubord is a financial advisor with Cresset Asset Management, LLC. Kimberly has been working in the financial services industry since June 2013. Kimberly has her Series 7, Series 63, and Series 65 licenses. Kimberly is registered to provide investment advice in Illinois and Texas. Kimberly was previously employed by J.P. Morgan Securities LLC. Kimberly specializes in providing financial advice to high-net-worth individuals, charitable organizations, corporations or other businesses, individuals other than high-net-worth, and pooled investment vehicles.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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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IL
05/26/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
09/10/2013 - 11/10/2017
J.P. MORGAN SECURITIES LLC (NORTHBrook IL)
IA
Issued 03/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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