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Ronald Todd Behymer

Kimery Wealth Management, LLC

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About Ronald Todd Behymer

Ronald Todd Behymer is an Investment Advisor Representative at Kimery Wealth Management, LLC. Ronald has been in the financial services industry since 1997. He has worked for several well-known firms including Charles Schwab & Co., Inc., Wunderlich Securities, Inc., and Trading Services Group, Inc. Ronald holds Series 63, 66, and 7 licenses. He is also a registered Investment Advisor Representative in Tennessee. Ronald specializes in providing financial planning and portfolio management for individuals, and retirement planning. Ronald Todd Behymer has been with Kimery Wealth Management, LLC since 2018.

Firm Information

Ronald Behymer is currently registered with Kimery Wealth Management, LLC. Kimery Wealth Management, LLC is an investment advisor based in Memphis, TN. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. They manage $329 million in assets for 1,468 accounts, including 81 high-net-worth individuals and 279 individuals other than high-net-worth. The firm also manages assets for 7 corporations or other businesses. Kimery Wealth Management participates in wrap fee programs.
Kimery Wealth Management, LLC

6410 POPLAR AVENUE

MEMPHIS, TN 38119

$329.00M

Assets Under Management

2

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Behymer’s Registration & Firm History

TN

04/26/2018 - Present

Kimery Wealth Management, LLC (MEMPHIS TN)

TN

08/18/2008 - 03/02/2018

CHARLES SCHWAB & CO., INC. (GERMANTOWN TN)

TN

06/20/2007 - 05/27/2008

WUNDERLICH SECURITIES, INC. (MEMPHIS TN)

GA

12/08/2003 - 12/31/2004

TRADING SERVICES GROUP, INC. (ATLANTA GA)

OH

07/29/1997 - 04/18/2002

INSTITUTIONAL BROKERAGE SERVICES CORPORATION (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 07/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ronald Todd Behymer. Review regulatory record here.
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