Kimberly PhillipsCRD Number: 4537953
Current Firm: Axa Advisors, LLC
Kimberly Phillips (CRD# 4537953) is an Investment Advisor Representative working at Axa Advisors, LLC in Onalaska, WI and has over 14 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Axa Advisors, LLC||New York, NY||May 2002 - Current||15|
|Midwest Professional Planners, Ltd.||West Salem, WI||Dec 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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, 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