Kimberly Martin, financial advisor Stuart FL
96 score

Kimberly Martin

CRD Number: 1980580
Current Firm: Rehmann Financial

Kimberly Martin (CRD# 1980580) is an Investment Advisor Representative working at Rehmann Financial in Stuart, FL and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rehmann Financial Network, LLC Lansing, MI Jan 2017 - Current 1
Rehmann Capital Advisory Group, LLC Stuart, FL Nov 2015 - Current 2
Royal Alliance Associates, Inc. Stuart, FL Oct 2015 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Jul 2009 - Oct 2015 6
Strategic Wealth Management Group, Inc. Stuart, FL Oct 2007 - Oct 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Kimberly A. Martin
Phone Number: 517-316-2400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,477
    MILLIONS
  • Total Number of Accounts
    4,704
    ACCOUNTS
  • Average Account Value
    $739,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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