Kimberly Clark (CRD# 6274658) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Munster, IN and has over 10 years of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
CRD# 1338669
William Blair & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Merchants Investment Services | Munster, IN | Oct 2019 - Current | 4 |
| Cetera Investment Services | St Cloud, MN | Oct 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Munster, IN | Oct 2019 - Current | 4 |
| Delta Sigma Theta Sorority, Inc. | Chicago, IL | Aug 2019 - Current | 4 |
| South Chicago Parents & Friends, Inc. | Chicago, IL | Nov 2016 - Current | 7 |
| Literacy Works | Chicago, IL | Nov 2016 - Current | 7 |
| Deborah Chinnapillai | Evergreen Park, IL | Feb 2017 - Oct 2019 | 2 |
| St Ignatius College Prep | Chicago, IL | Nov 2016 - Oct 2019 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Chicago, IL | Jan 2014 - Oct 2019 | 5 |
| Waddell & Reed Inc. | Evergreen Park, IL | Dec 2013 - Oct 2019 | 5 |
| South Chicago Chamber Of Commerce | Chicago, IL | Jan 2015 - Mar 2017 | 2 |
| Center For Economic Progress | Chicago, IL | Jan 2015 - Oct 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- IN
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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