Kimberly Kilmer, financial advisor Honolulu HI
90 score

Kimberly Kilmer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kimberly A. Kilmer
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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