Kimberly KilmerCRD Number: 6045559
Current Firm: Cuso Financial Services, LP
Kimberly Kilmer (CRD# 6045559) is an Investment Advisor Representative working at Cuso Financial Services, LP in Honolulu, HI and has over 4 years of experience in the finance industry.
National Planning Corporation ("npc Of America" In Fl & Ny)
Sjc Capital Advisors LLC
|Cuso Financial Services, LP||San Diego, CA||Jan 2014 - Current||3|
|Hawaiiusa Federal Credit Union||Honolulu, HI||Dec 2013 - Current||3|
|Edward Jones||St Louis, MO||Apr 2012 - Oct 2013||1|
|Alzheimer's Association, Aloha Chapter||Honolulu, HI||Jul 2011 - Mar 2012||< 1|
|Kmk Llc Dba Activend Hawaii Llc And Tw Systems LLC||Kailua, HI||Jun 2002 - Jul 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.