Kimberly Stoll (CRD# 1710448) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 36 years of experience in the finance industry. Kimberly Stoll 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# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthplan Partners, Llc Dba Individual Investment Services | Omaha, NE | Jan 2020 - Current | 4 |
| Wealthplan Partners Inc Dba Individual Investment Services | Camanche, IA | Nov 2016 - Current | 7 |
| Securities America, Inc. | Camanche, IA | Oct 2016 - Current | 7 |
| Summit Brokerage Services, Inc. | Camanche, IA | Sep 2016 - Oct 2016 | < 1 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - Oct 2016 | < 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Oct 2009 - Sep 2016 | 6 |
| Vsr Advisor Services, Inc. | Overland Park, KS | Oct 2009 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
- IA
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Total Assets Under Management1,813MILLIONS
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Total Number of Accounts8,894ACCOUNTS
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Average Account Value$203,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
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