Kimberly Abmeyer is a CFA, CFP-designated registered investment advisor, based in Dallas, TX, with 25 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
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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 is a licensed insurance agent selling insurance products, dedicating minimal time to this activity. She is also an independent wine consultant, spending a few hours per week on this endeavor, and is involved with Sanders, Morris, Harris, ORG Wealth Partner, and ORG Asset Management.
Employment History
Current Registrations
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Ascentis Asset Management, LLC
Ascentis Wealth Management, LLC
Previous Registrations
Org Partners Asset Management
Org Partners
Sanders Morris LLCBroker
Xo Wealth Management
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations1 state
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.
Exams
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