Kimberly Marie Korf

Current Employers

Employment History

• 01/2014 → 01/2019
  Mitchell And Associates
  Fresno, CA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Rocklin, CA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Gold River, CA
  Rocklin, CA
  Nashville, TN
• 1999-02-16 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Applegate, CA
  Gold River, CA

Other Businesses

1) SUCCESSOR POA FOR IMMEDIATE FAMILY MEMBER. 2) THE DRAWING SHACK POSITION: Artist/owner NATURE: Sole Prop Non securities related Previously disclosed in 2013 and listed on BrokerCheck. Sale of printed artwork to the public via Etsy or a local flower and gift shop. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 12081 Lodestar Drive, Grass Valley CA 95949, United States DESCRIPTION: Artist- Create greeting cards, affirmations, and invitations. 3) SUCCESSOR POA FOR MOM POSITION: Successor POA NATURE: Successor POA. Nothing active or in effect at this time. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/18/2021 ADDRESS: 12081 Lodestar Drive, Grass Valley CA 95949, United States DESCRIPTION: There is no current start date as I am not acting in a POA role. This OBA was previously submitted and approved by my old firm. This is a request to have the previously approved OBA show up in Reg Ed to match my U4. 4) KIMBERLY KORF WEALTH DESIGN - FIXED INSURANCE POSITION: Agent NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000 ADDRESS: 412 E Main Street, Suite I, Grass Valley CA 95945, United States DESCRIPTION: Offer and service fixed life products (annuities/life insurance) for clients. 5) KIMBERLY KORF WEALTH DESIGN & INSURANCE SERVICES POSITION: Owner/Advisor NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 412 E. Main Street, Suite I, Grass Valley CA 95945, United States DESCRIPTION: I provide financial and insurance services to clients. 6) KIMBERLY KORF POA POSITION: POA for Marie Blay NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2023 ADDRESS: 12081 Lodestar Dr, Grass Valley CA 95949-8929, United States DESCRIPTION: I am the Durable POA for my aunt, Marie Blay, who has given me power of attorney for both healthcare and financial matters. Marie is of sound mind and body, but would like both in place as she is getting older and would like assistance when needed. I am a partial beneficiary of her estate. I am not the advisor on her investment accounts. 7) KIMBERLY KORF - TRUSTEE POSITION: Trustee with Aunt until she passes, then I will become the primary trustee. NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2023 ADDRESS: 12081 Lodestar Drive, Grass Valley CA 95949, United States DESCRIPTION: My Aunt is making me the co-trustee of her estate plan. I will become the primary trustee at her passing. I am a partial beneficiary of her estate. I am not the advisor on her investment accounts. 8) WILDFLOWER SKIN POSITION: Business Manager NATURE: Sole proprietorship. Daughter's skin care/esthetician business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/30/2025 ADDRESS: 117 Comstock Ave, Grass Valley CA 95945, United States DESCRIPTION: Financial support for daughter's business and some business management, office support for running of the business. Business has not started yet, but the domain has been purchased, wildflowerskin.net, and the email will be used once it's up and running. Mine will be admin@wildflowerskin.net. There will be marketing in the future for her skincare services, but not currently.

Exams

• S66 Uniform Combined State Law Examination
  1998-12-21

Other Names

• Kimberly Marie Pitts