Kimberly Jo Kropp

Current Employers

Employment History

• 04/2003 → Present
  Moylan Kropp Retirement Planning, Llc
  Omaha, NE
• 10/2003 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 04/2011 → 06/2024
  Securities America Advisors, Inc.
  Omaha, NE
• 03/2017 → 11/2024
  Arbor Point Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2017-03-17 → 2024-11-08
  Arbor Point Advisors
  Omaha, NE
• 2011-04-14 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
• 2003-10-31 → 2011-04-07
  Moylan Kropp Retirement Planning, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

***INSURANCE SALES POSITION: Partner NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/1993 - LOCATED AT 1010 S 120TH ST STE 320, OMAHA, NE 68154-4208 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/1996 ADDRESS: 1010 S. 120TH Street, #320, Omaha NE 68154, United States DESCRIPTION: in our comprehensive planning, we include life, disability and long term care ***ARBOR POINT POSITION: Investment Representative NATURE: ARBOR POINT ADVISORS - INVESTMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2017 ADDRESS: 1010 South 1120th Street, Suite #320, Omaha NE 68154 DESCRIPTION: We use Arbor Point for Operational Purposes ***IOWA SCHOOL FOR THE DEAF POSITION: Board Member NATURE: Iowa School for the Deaf INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 3501 Harry Langdon Blvd., Council Bluffs IA 51503 DESCRIPTION: I am a board member and attend board meetings which is all volunteer. I participate in activities to help deaf students ***IMMANUEL CHARITABLE FOUNDATION BOARD POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 6901 N. 72nd Street, 0maha NE 68122 DESCRIPTION: Serve on the board ***SAA POSITION: Registered Rep NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 02/20/1996 ADDRESS: 1010 S. 120TH Street, Suite #320, Omaha NE 68154 DESCRIPTION: We design and manage diversified portfolios for our cleints.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-12
• S63 Uniform Securities Agent State Law Examination
  1988-03-05

Designations

Other Names

• Kimberly Jo Miller