Kimberly Strosnider, financial advisor Marysville MI
84 score

Kimberly Strosnider

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Kimberly S. Strosnider
Phone Number: 888-245-2388
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $88,653
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
84

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