Jeffrey Kimball, financial advisor West Des Moines IA
96 score

Jeffrey Kimball

CRD Number: 5290842
Current Firm: Mml Investors Services, LLC

Jeffrey Kimball (CRD# 5290842) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Des Moines, IA and has over 9 years of experience in the finance industry. Jeffrey Kimball 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.

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Professional Designations
Company Name Location Dates Years
Mml Investor Services, LLC West Des Moines, IA Jun 2014 - Current 2
Massmutual Life Insurance Company West Des Moines, IA May 2014 - Current 2
Eagle Strategies LLC West Des Moines, IA Jan 2012 - May 2014 2
Nylife Securities, LLC West Des Moines, IA Mar 2007 - May 2014 7
New York Life Insurance Company West Des Moines, IA Feb 2007 - May 2014 7
Doll Distributing, LLC Des Moines, IA Apr 1998 - May 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Jeffrey B. Kimball
Phone Number: (413)737-8400
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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