Kimberly StrosniderCRD Number: 4504689
Current Firm: Wealth Financial Advisory Services, LLC
Kimberly Strosnider (CRD# 4504689) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Marysville, MI and has over 14 years of experience in the finance industry.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
Wells Fargo Advisors, LLC
|Wealth Financial Advisory Services, LLC||Buffalo Grove, IL||Dec 2015 - Current||< 1|
|Prosperity Capital Advisors||Westlake, OH||Oct 2011 - Dec 2015||4|
|Gradient Advisors, LLC||Shoreview, MN||Jan 2010 - Dec 2015||5|
|Summit Brokerage Services Inc.||Romeo, MI||Mar 2008 - Oct 2009||1|
|Mutual Service Corporation||Shelby Township, MI||Mar 2008 - Mar 2009||1|
|Usa Financial Securities Corporation||Ada, MI||Nov 2007 - Mar 2008||< 1|
|Self Employed||Marysville, MI||Dec 2005 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management66MILLIONS
Total Number of Accounts744ACCOUNTS
Average Account Value$88,653
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, FL, IA, IL, IN, LA, MI, MS, NC, NH, NJ, OH, OK, SD, TN, TX, VA, WI
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