Kimberly Haines
Kimberly Haines is a registered investment advisor at Cetera Investment Advisers LLC, based in Chelsea, MI, with 8 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
12855 E Old Us 12, Suite 3, Chelsea, MI, 48118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly owns Kimberly J Haines LLC, providing accounting services and tax preparation since 2019, dedicating full-time hours to it. She also operates Haines Accounting as a DBA, offering bookkeeping, payroll, tax planning, and business consulting, spending nearly full-time hours on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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