Kimberly Anne Collins

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 05/2022
  Summit Wealth Management Group Inc
  Camarillo, CA
• 03/2018 → 05/2021
  The Wealth Consulting Group
  Rancho Mirage, CA
• 01/2017 → 02/2018
  Homemaker
  Indio, CA
• 02/2015 → 12/2016
  Ocean Mental Health Services
  Bayville, NJ
• 03/2023 → Present
  Lpl Financial Llc
  La Quinta, CA
• 06/2022 → 10/2024
  Solis Wealth Management, Inc.
  La Quinta, CA

Previous Registrations

• 2023-03-15 → 2024-11-07
  Lpl Financial Llc
  Camarillo, CA
  La Quinta, CA

Other Businesses

1. 04/04/2022 - Notary - State of California - Inv Rel 2. 07/26/2022 - Solis Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/16/2022 - 160 Hours Per Month/5 Hours During Securities Trading. 3. KIMBERLY COLLINS POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/16/2020 ADDRESS: 44750 Village Court, Palm Desert CA 92201, United States DESCRIPTION: Notarize documents upon request 4. FLC CAPITAL ADVISORS POSITION: Client Services Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 11/04/2024 ADDRESS: 44-750 Village Court, Palm Desert CA 92260, United States DESCRIPTION: Provide administrative support to a financial advisor, including opening and maintaining client accounts, processing money movements, handling client service requests, maintaining CRM and client records, and assisting with deposit processing. Role is non-advisory and does not involve trading or providing investment advice.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-13

Other Names

• Kimberly Anne Collins
• Kimberly Anne Little
• Kim Little
• Kim Collins