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Kimberly Sue Terry

First Affirmative Financial Network LLC

Colorado Springs, CO

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Current Employers
First Affirmative Financial Network Llc

5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-09
  • CA RA
    APPROVED
    Since 2025-10-09

Branch Locations

5475 Mark Dabling Blvd., Suite 320, Colorado Springs, CO 80918 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Archvest Wealth Advisors, Inc. Walnut Creek CA 08/2014 12/2016
First Affirmative Financial Network Colorado Springs CO 01/2017 06/2022
Transformative Wealth Management, Llc El Cerrito CA 05/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-01
  • S65 Uniform Investment Adviser Law Examination
    2015-06-01
Designations

View on SEC IAPD

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LPL FINANCIAL LLC · COLORADO SPRINGS, CO
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SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
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