Kimberly Smith, financial advisor Madison WI
88 score

Kimberly Smith

CRD Number: 6306404
Current Firm: Lincoln Financial Advisors Corporation

Kimberly Smith (CRD# 6306404) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Madison, WI May 2014 - Current 2
Diversions Scuba LLC Madison, WI Aug 2007 - Current 9
Our Savior's Lutheran Church Sun Prairie, WI Aug 2012 - May 2014 1
Wegner Cpas Madison, WI Feb 2009 - Apr 2014 5
Self Employed Sun Prairie, WI Jan 2003 - Apr 2013 10
Smith & Gesteland Sun Prairie, WI Feb 2006 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Kimberly N. Smith
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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