Kimberly Terry
Kimberly Terry is a CFP-designated registered investment advisor at First Affirmative Financial Network LLC, based in Colorado Springs, CO, with 11 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 2,327 clients with $910M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5475 Mark Dabling Blvd., Suite 320, Colorado Springs, CO, 80918
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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.
Learn about disclosures →Employment History
Current Registrations
First Affirmative Financial Network LLC
Previous Registrations
Transformative Wealth Management LLC
First Affirmative Financial Network LLC
Archvest Wealth Advisors, INC.
State Registrations1 state
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.
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