Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Richey is an investment advisor representative registered with Savant Wealth Management. Kimberly has been in the financial industry for 5 years. Kimberly has Series 7 and Series 63 licenses as well as the SIE exam. She has a Series 65 license and is registered as an Investment Advisor Representative in Illinois. Kimberly has experience with individual clients, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Kimberly is a part of Savant Wealth Management, a firm with a total of over $29 billion in assets under management. Savant Wealth Management provides financial planning, portfolio management, selection of other advisors, educational seminars, and pension consulting.
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.
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
08/24/2023 - Present
Savant Wealth Management (Chicago IL)
IL
09/06/2018 - 04/11/2023
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IA
Issued 08/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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