Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Pieper is a financial advisor who has been in the industry since 2007. Kimberly is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since July 2023. Kimberly has held previous registrations with Wells Fargo Clearing Services, LLC, Morgan Stanley, and Citigroup Global Markets Inc.. Kimberly holds Series 7 and Series 66 licenses and has passed the SIE exam. Kimberly provides financial planning, portfolio management, and other investment services to individuals, businesses, and institutions. Kimberly also provides investment consulting services to institutional clients. Kimberly is committed to providing her clients with personalized service and 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.
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.
Investment consulting services to institutional clients
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
07/17/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
KS
12/10/2012 - 07/17/2023
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
MO
06/01/2009 - 12/11/2012
MORGAN STANLEY (KANSAS CITY MO)
MO
06/27/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
BOTH
Issued 07/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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