Richard Kilmer
CRD Number: 1253532Current Firm: United Planners' Financial Services Of America A Limited Partner
Richard Kilmer (CRD# 1253532) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dripping Springs, TX and has over 39 years of experience in the finance industry. Richard Kilmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kilmer & Company | Dripping Springs, TX | Jan 2018 - Current | 6 |
| United Planners Financial Services Of America | Scottsdale, AZ | Nov 2017 - Current | 6 |
| Richard O. Kilmer | Austin, TX | Dec 1983 - Current | 40 |
| Richard O. Kilmer, Cpa, Cfp | Austin, TX | Jun 1976 - Current | 47 |
| Sadie Kilmer Family Trust | The Hills, TX | Nov 2000 - Dec 2021 | 21 |
| Retirement Counselors, Inc. | Austin, TX | Jan 2000 - Dec 2021 | 21 |
| Hilltop Ranch | San Saba, TX | Aug 2014 - Jan 2019 | 4 |
| Sii Investments | Austin, TX | Jul 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
- LA
- NE
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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