Kimberly Baldwin, financial advisor South Bend IN

Kimberly Baldwin

CRD Number: 5123924
Current Firm: Stifel, Nicolaus & Company, Incorporated

Kimberly Baldwin (CRD# 5123924) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in South Bend, IN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus South Bend, IN Mar 2006 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Kimberly A. Baldwin
Phone Number: 314-342-2000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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, WY

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