Kimberly Baldwin
Kimberly Baldwin is a registered investment advisor at Raymond James & Associates, INC., based in Mishawaka, IN, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4215 Edison Lakes Pkwy, Suite 300, Mishawaka, IN, 46545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly owns rental real estate property since 2015, spending minimal time on it. She also owns SAB Training dba Refiners Fire Crosfit, dedicating about a quarter to half of her time as owner and coach.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations10 states
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