Kimberly Gieseler (CRD# 4580481) is an Investment Advisor Representative working at Cwm, LLC in Arvada, CO and has over 21 years of experience in the finance industry. Kimberly Gieseler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gss Mobile, LLC | Jackson, TN | Mar 2022 - Current | 2 |
| Cwm, LLC | Omaha, NE | Oct 2018 - Current | 5 |
| Valorem Financial | Arvada, CO | Oct 2018 - Current | 5 |
| Cetera Advisor Netowrks | El Segundo, CA | Oct 2018 - Current | 5 |
| Carson Group Partners | Omaha, NE | Oct 2018 - Current | 5 |
| Kg Family, LLC | Littleton, CO | Jun 2015 - Current | 8 |
| Kg Parker, LLC | Parker, CO | Feb 2009 - Current | 15 |
| Kg Ph, LLC | Vista, CA | Jun 2015 - Dec 2022 | 7 |
| The Kimberly Group, Inc. | Littleton, CO | Feb 2009 - Dec 2022 | 13 |
| Lpl Financial, LLC | Golden, CO | Jan 2009 - Oct 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- CO
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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