Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Sue Tinholt is a financial advisor at Osaic Institutions, Inc. Kimberly is a registered representative with FINRA and the state of Michigan. Kimberly has a background in banking and finance, and has been working in the industry since 1998. Kimberly holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Kimberly specializes in working with individuals, corporations, and charitable organizations. Kimberly provides financial planning, portfolio management, and educational seminars. Kimberly also works with clients to select other advisors. Kimberly has been with Osaic Institutions, Inc. since 2018.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
MI
09/11/2018 - Present
Osaic Institutions, Inc. (Holland MI)
MI
07/01/2013 - 09/13/2018
INVESTMENT PROFESSIONALS, INC. (HOLLAND MI)
MI
03/17/2003 - 02/08/2013
THE HUNTINGTON INVESTMENT COMPANY (HOLLAND MI)
OH
05/08/2000 - 12/05/2001
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
10/01/1997 - 09/20/1999
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MI
08/26/1996 - 10/01/1997
FMB INVESTMENT SERVICES (HOLLAND MI)
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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