Kimberly EnglehartCRD Number: 1513928
Current Firm: Commerce Brokerage Services, Inc.
Kimberly Englehart (CRD# 1513928) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Kansas City, MO and has over 35 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Commerce Brokerage Services, Inc.||Kansas City, MO||Aug 2011 - Current||12|
|Commerce Bank||Kansas City, MO||Jun 1993 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1987|
|S65||NASAA Investment Advisors Law Examination||Nov 2015|
Total Assets Under Management650MILLIONS
Total Number of Accounts3,570ACCOUNTS
Average Account Value$182,175
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, GA, IA, IL, KS, MI, MO, NM, OK, SC, TN, TX, WI
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