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||2|
|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
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