Kimberly Rae Wenger

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2012 → Present
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 09/2012 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1000 GERMANTOWN PIKE SUITE C-1 PLYMOUTH MEETING, PA 19462 | START DATE: 09/17/2012 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 2) GREAT VALLEY HEAD COACH | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: EMPLOYEE | ADDRESS: 225 PHOENIXVILLE PIKE, MALVERN, PA 19355 | START DATE: 02/18/2012 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: HIGH SCHOOL HEAD COACH. COACHING PRACTICES FOR GREAT VALLEY HIGH SCHOOL'S LACROSSE PROGRAM AFTER SCHOOL. 3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: IFA BENEFITS LLC | POSITION HELD: AGENT | ADDRESS: 1000 GERMANTOWN PIKESUITE C-1 PLYMOUTH MEETING, PA 19462 | START DATE: 12/1/2017 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 4) PASLA BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER OF THE PA GIRLS' LACROSSE ASSOCIATION | ADDRESS: 600 N ITHAN AVE BRYN MAWR, PA 19010 | START DATE: 9/1/2017 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: CHAIR AN ARM OF THE ORGANIZATION DEVOTED TO ANNUAL HIGH SCHOOL RECOGNITION AND AWARDS OF PLAYERS AND PEOPLE IN THE LACROSSE COMMUNITY

Exams

• S66 Uniform Combined State Law Examination
  2014-04-24
• S63 Uniform Securities Agent State Law Examination
  2012-10-23

Designations

• Chartered Financial Consultant

Other Names

• Kim Wenger