Matthew Kimberly (CRD# 7110553) is an Investment Advisor Representative working at Planmember Securities Corporation in Copley, OH and has over 3 years of experience in the finance industry. Matthew Kimberly 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# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Apr 2021 - Current | 3 |
| 1st Responder Financial Advisors | Copley, OH | Apr 2021 - Current | 3 |
| Matthew Kimberly (self Employed) | Akron, OH | Apr 2021 - Current | 3 |
| 1st Responder Financial Advisors | Copley, OH | Aug 2020 - Apr 2021 | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Aug 2020 - Apr 2021 | < 1 |
| Edward Jones | St Louis, MO | Jun 2020 - Jul 2020 | < 1 |
| Edward Jones | Fairlawn, OH | Aug 2019 - May 2020 | < 1 |
| Edward Jones | Fairlawn, OH | Jun 2019 - Aug 2019 | < 1 |
| Full Time Student | Cincinnati, OH | Oct 2018 - May 2019 | < 1 |
| S&s Wholesale Consulting | Bedford, OH | May 2018 - Sep 2018 | < 1 |
| Full Time Student | Cincinnati, OH | Sep 2017 - Apr 2018 | < 1 |
| Brunswick Companies | Fairlawn Ohio, OH | May 2017 - Aug 2017 | < 1 |
| Full Time Student | Cincinnati, OH | Oct 2016 - Apr 2017 | < 1 |
| Rosemont Country Club | Fairlawn, OH | May 2014 - Sep 2016 | 2 |
| Copley High School | Copley, OH | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- OH
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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