Kimberly Fink is a CFP-designated registered investment advisor at Newedge Advisors, based in Salina, KS, with 24 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
120 N Santa Fe, Salina, KS, 67401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a co-owner of Fink Farms, LLC, dedicating minimal time to occasional tasks. She also works full-time as an RIA at NewEdge Advisors and as a financial advisor/investment manager at First Harvest Wealth Management Group, and spends minimal time as a Precinct Committeewoman.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations3 states
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