Kimberly Baltunis, financial advisor Bisbee AZ
77 score

Kimberly Baltunis

CRD Number: 6175350
Current Firm: Edward Jones

Kimberly Baltunis (CRD# 6175350) is an Investment Advisor Representative working at Edward Jones in Bisbee, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2013 - Current 3
Paper Maid Document Services Hereford, AZ Sep 2011 - Mar 2013 1
Dod Electronic Proving Gound = Mantech, Intl Ft Huachuca, AZ Jan 2010 - Mar 2013 3
Self Indulgence, LLC Hereford, AZ Feb 2001 - Mar 2013 12
Dod Electronic Proving Ground - New Mexico Technology Group Ft Huachuca, AZ Oct 2008 - Dec 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kimberly K. Baltunis
Phone Number: 314-515-2000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
77

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