Kimberley Mondonedo
Kimberley Mondonedo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carrabasset Valley, ME, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Carrabasset Valley, ME
Get directionsHistory
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 Activities
Kimberley is involved in several business activities, including authoring a memoir, managing M Group Holdings LLC, serving as VP and part-owner of Mendall Financial Group, LLC (taking about half of Kimberley's time), partnering in Morningtide Holdings LLC, and serving on the Town of Topsham Maine Finance Committee. None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations28 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.