Kimberly Fink (CRD# 4477093) is an Investment Advisor Representative working at Newedge Advisors in Salina, KS and has over 22 years of experience in the finance industry. Kimberly Fink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4299232
United Capital Management Of Kansas, Inc.
CRD# 6983312
Edward Jones
CRD# 7050320
United Capital Management Of Kansas, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goss Advisors | Salina, KS | Feb 2021 - Current | 3 |
| Mid Atlantic Capital Corporation | Salina, KS | Feb 2021 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Salina, KS | Nov 2016 - Feb 2021 | 4 |
| Wells Fargo Advisors LLC | Salina, KS | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- KS
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
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- Pension consulting services
- Selection of other advisers (including private fund managers)
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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