Kimberly L Martin

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Muskegon, MI
• 12/2009 → Present
  Bank Of America, N.A.
  Muskegon, MI

Other Businesses

I*2187319, Entity Type: , Name of OBA: K L M TTEE U/A DTD 05/10/2016 BY MT M , Address: Spring Lake, Michigan, 49456, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 05-Jun-2023, No Hours: 25 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2259280, Entity Type: , Name of OBA: MLPF& S CUST FBO M M DECD RRA FBO M M GST BYPASS , Address: Spring Lake, Michigan, 49456, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 26-Mar-2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2261270, Entity Type: , Name of OBA: K. M TTEE U/A DTD 05/10/2016 BY M. M, Address: Spring Lake, Michigan, 49456, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 26-Mar-2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2010-07-29
• S65 Uniform Investment Adviser Law Examination
  1996-03-26
• S63 Uniform Securities Agent State Law Examination
  1989-08-04

Other Names

• Kimberly L Boone
• Kimberly Lynn Boone
• Kimberly Lynn Hammond