Kimberly Michelle Skalla

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2016 → 09/2020
  Allied Millennial Partners
  New York, NY
• 02/2015 → 09/2016
  Self Employed
  New York, NY
• 09/2020 → 05/2021
  Odeon Capital Group
  New York, NY
• 01/2025 → Present
  Lpl Financial
  Savannah, GA
• 11/2024 → Present
  Bonitz Of Georgia Inc.
  Savannah, GA
• 06/2021 → 11/2024
  Unemployed
  Savannah, GA

Other Businesses

1) 12/2024 - Bonitz of Georgia Inc. / Office Administration / Outside/W-2 Employment / Non Inv Related / Savannah, GA 31408 / Start date 11/04/2024 - 20 Hrs per month - 5% Time spent 2) 12/2024 - 4 Generations Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Related / SAVANNAH, GA 31405 / Start date 12/10/2024 - 160 Hrs per month - 100% Time spent

Exams

• S66 Uniform Combined State Law Examination
  2025-06-02
• S63 Uniform Securities Agent State Law Examination
  1998-05-04

Other Names

• Kimberly Michelle Sokoloff