Kimberly Rosenberg, financial advisor Portland OR
93 score

Kimberly Rosenberg

CRD Number: 5558727
Current Firm: Rosenbaum Financial

Kimberly Rosenberg (CRD# 5558727) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has over 7 years of experience in the finance industry.

Similar Advisors
Larry McClanahan, financial advisor Portland OR
Larry McClanahan
CRD# 4457482
Secondhalf Planning & Investment, LLC
Score
107
Similar Advisors
Brian Hefele, financial advisor Portland OR
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Score
104
Similar Advisors
Danny Harlow, financial advisor Portland OR
Danny J. Harlow
CRD# 864818
Nw Tax & Wealth Advisory Group, Inc.
Score
70
Company Name Location Dates Years
Thrive Transitions Novi, MI Nov 2015 - Current 1
Bradley Apartments LLC Portland, OR Jan 2010 - Current 6
Ameritas Investment Corp. Lincoln, NE Jul 2008 - Current 8
Ameritas Life Insurance Corp. Lincoln, NE Jul 2008 - Current 8
Rosenbaum Financial Inc. Portland, OR Jul 2008 - Current 8
Carat Portland, OR Apr 2002 - Current 14
Financial Family Health Expo Portland, OR Jul 2012 - Aug 2013 1
Acn Portland, OR Sep 2011 - Dec 2011 < 1
Union Central Life Insurance Cincinnati, OH Jul 2008 - Dec 2011 3
Acacia Life Insurance Bethesda, MD Jul 2008 - Dec 2011 3
Boly:welch Portland, OR Dec 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Kimberly S. Rosenberg
Phone Number: 503-352-1300
Registered State(s):
  • OR
  • UT
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $499,622
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
  • 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
Types of Clients
Registered States

CA, OR, TN, TX, UT, WA

Ready to hire a financial advisor? Get competitive proposals from Kimberly Rosenberg and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.