Kimberly Lilienthal, financial advisor Monroe MI
93 score

Kimberly Lilienthal

CRD Number: 4480542
Current Firm: The Huntington Investment Company

Kimberly Lilienthal (CRD# 4480542) is an Investment Advisor Representative working at The Huntington Investment Company in Monroe, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Dec 2015 - Current 1
Unemployed Toledo, OH Nov 2015 - Dec 2015 < 1
Fifth Third Securities Toledo, OH Jul 2015 - Nov 2015 < 1
Cco Investment Services Corp. Toledo, OH Mar 2002 - Jun 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Kimberly J. Lilienthal
Phone Number: 800.322.4600
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    7,522
    ACCOUNTS
  • Average Account Value
    $97,589
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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