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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 Vollman is a financial advisor with Robert W. Baird & Co. Inc. Kimberly has been in the financial services industry since 2007. Kimberly has experience providing financial advice to a range of clients, including individuals, businesses, and institutions. Kimberly holds a Series 7, Series 24, and Series 63 license. Kimberly also holds a Series 65 license. Kimberly is registered to provide financial advice in 35 states. Kimberly has a proven track record of success in helping clients achieve their financial goals. Kimberly's specializations include investments, retirement planning, and estate planning.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IN
07/29/2021 - Present
Robert W. Baird & Co. Inc. (EVANSVILLE IN)
IN
11/30/2009 - 02/28/2020
LPL FINANCIAL LLC (PRINCETON IN)
IN
05/30/2008 - 12/01/2009
INVEST FINANCIAL CORPORATION (EVANSVILLE IN)
IN
04/04/2007 - 01/25/2008
CAPITAL SELECT INVESTMENTS CORP. (SULLIVAN IN)
IN
02/21/2007 - 04/12/2007
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
IA
Issued 08/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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