Kimberly Surber is a CFP-designated registered investment advisor, based in Tampa, FL, with 27 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kimberly owns Leeward Divorce Financial Planning, consulting on financial issues of divorce, and KMS Enterprises, a parent company for DBA names. She also owns Leeward Wealth Management, providing comprehensive financial planning and investment management, taking nearly full-time hours, and sells fixed insurance products, dedicating minimal time.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Intelligence Driven Advisers, LLC
Labrum Wealth Management, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Waddell & Reed, INC.Broker
Invest Financial CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.