Kimbrely GruidlCRD Number: 6186160
Current Firm: U.s. Bancorp Investments, Inc.
Kimbrely Gruidl (CRD# 6186160) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Livermore, CA and has over 4 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Blossom Wealth Management, LLC
|U.s. Bancorp Investments, Inc.||Livermore, CA||Apr 2013 - Current||4|
|Self Employed||Livermore, CA||Oct 2005 - Current||12|
|U.s. Bank||Pleasanton, CA||Nov 2008 - Apr 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management6,171MILLIONS
Total Number of Accounts27,543ACCOUNTS
Average Account Value$224,036
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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