Kimberly Young, financial advisor Worthington OH
96 score

Kimberly Young

CRD Number: 6037079
Current Firm: Brookstone Capital Management LLC

Kimberly Young (CRD# 6037079) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Worthington, OH and has over 7 years of experience in the finance industry. Kimberly Young 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
Brookstone Capital Management Wheaton, IL Oct 2016 - Current 1
Young Wealth Management Worthington, OH Apr 2013 - Current 5
Horter Investment Management, LLC Cincinnati, OH Mar 2012 - Oct 2016 4
Mcintire Retirement Services Perrysburg, OH Jan 2010 - Dec 2013 3
Smokey Bones Maumee, OH Jan 2007 - Jan 2011 4
University Of Toledo Toledo, OH Sep 2006 - Dec 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Kimberly J. Young
Phone Number: 630-653-1400
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,687
    MILLIONS
  • Total Number of Accounts
    24,000
    ACCOUNTS
  • Average Account Value
    $70,292
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, 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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