Kimberly Sellnow, financial advisor Fond Du Lac WI
93 score

Kimberly Sellnow

CRD Number: 3128213
Current Firm: Associated Investment Services, Inc.

Kimberly Sellnow (CRD# 3128213) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Fond Du Lac, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Jan 2018 - Current < 1
Kwiktrip #488 Mayville, WI Nov 2017 - Current < 1
Steven H Holter Milwaukee, WI Oct 2010 - Jan 2018 7
Northwestern Mutual Investment Services, LLC Milwaukee, WI Oct 2010 - Jan 2018 7
Northwestern Mutual Investment Services, LLC Milwaukee, WI Oct 2010 - Jan 2018 7
Northwestern Mutual Investment Services, LLC Oshkosh, WI Jan 2010 - Oct 2010 < 1
Northwestern Mutual Investment Services, LLC Oshkosh, WI Nov 2008 - Oct 2010 1
Jon Gruenstern Oshkosh, WI Nov 2008 - Oct 2010 1
Northwestern Mutual Financial Network Oshkosh, WI Aug 2008 - Nov 2008 < 1
Unemployed Theresa, WI Jun 2008 - Aug 2008 < 1
Reis Financial Services West Bend, WI Apr 2008 - Jun 2008 < 1
Chase Manhattan Bank Fond Du Lac, WI Sep 2006 - Apr 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Kimberly L. Sellnow
Phone Number: 800-595-7722
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    583
    MILLIONS
  • Total Number of Accounts
    3,354
    ACCOUNTS
  • Average Account Value
    $173,695
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, FL, IL, LA, MI, MN, MO, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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