KH
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Kimberly Harrell
3 Years of Experience
Bloomington, IN
Broker
Kimberly Harrell is a registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, IN, with 3 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
965 College Mall Rd, Bloomington, IN, 47401
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Regulatory History
Clean regulatory record
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
Cetera Investment Advisers LLC
July 2023 - Present · 3 yrs
Cetera Investment Services LLCBroker
January 2023 - Present · 3 yrs 6 mos
State Registrations4 states
AZILINTN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.