Kimberly Clark
Kimberly Clark is a registered investment advisor at Cetera Investment Advisers LLC, based in Munster, IN, with 12 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
707 Ridge Road, Munster, IN, 46321
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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.
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Kimberly is a board member of South Chicago Parents & Friends, Inc., dedicating a few hours per week. She also serves as a committee co-chair for Delta Sigma Theta Sorority, Inc., spending about 10-20% of her time on this role.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations2 states
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