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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrive Transitions Novi, MI Nov 2015 - Current 2
Bradley Apartments LLC Portland, OR Jan 2010 - Current 8
Rosenbaum Financial Inc. Portland, OR Jul 2008 - Current 9
Carat Portland, OR Apr 2002 - Current 16
Ameritas Investment Corp. Lincoln, NE Jul 2008 - Jun 2016 7
Ameritas Life Insurance Corp. Lincoln, NE Jul 2008 - Jun 2016 7
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
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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