Kimberly Molter is a registered investment advisor, based in Tempe, AZ, with 11 years of industry experience.
Location
430 W Warner Rd., Ste. 123, Tempe, AZ, 85284
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 ActivitiesSells Insurance
Kimberly is an advisory representative of a RIA, a financial professional, a notary, an independent insurance agent, a marketing presenter, and the owner of Modern Legacy Advisors LLC. She is also an IAR with Ten4 Financial LLC and sells insurance as an independent agent, dedicating about a quarter of her time to marketing and a few hours per week to her IAR role.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 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.