Kimberly Ann Coleman

Current Employers

Employment History

• 10/2017 → Present
  High Point Capital Group, Inc.
  Milwaukee, WI
• 07/2015 → 10/2017
  Massmutual
  Milwaukee, WI
• 04/2025 → Present
  Osaic
  Milwaukee, WI

Other Businesses

1. HIGH POINT CAPITAL GROUP, INC. POSITION: Secretary & Treasurer & Vice President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2024 ADDRESS: 1200 N Mayfair Road, STE 300, Milwaukee WI 53226, United States DESCRIPTION: Maintain books & records, attend monthly meetings and record minutes. Manage finances for company. 2. KIMBERLY COLEMAN POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2017 ADDRESS: 1200 N Mayfair Road, STE 300, Milwaukee WI 53226, United States DESCRIPTION: I am a Notary Public who works at High Point Capital Group. I provide this service to clients. 3. HIGH POINT CAPITAL GROUP, INC. POSITION: Business Strategy/Financial Controls NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/23/2017 ADDRESS: 1200 N Mayfair Road, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Provide support of teaming & coaching programs through reports, analysis, and team meeting agendas, Ownership of overall transition support of advisors in coordination with other team members (marketing, operations, etc.)Direct financial management of firm, measuring inflows & outflows, forecasting needs, providing reports to team vendors

Exams

• S66 Uniform Combined State Law Examination
  2025-06-23

Other Names

• Kimberly Ann Rummel