Kimberle Marie Dyer

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 10/2004 → Present
  Life Investors
  Billings, MT
• 01/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2014 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2005-02-15 → 2014-01-13
  Transamerica Financial Advisors, Llc
  Billings, MT
  Cedar Rapids, IA
  Cedar Rapids, IA
  Billings, MT

Other Businesses

(1) DBA - Keystone Capital Management Group, LLC; investment related; 7055 W. Bell Road Suite 12, Glendale, AZ 85308; investments, financial planning, insurance (life & viatical); owner - start date 2/15/2016; 160 hours per month, 110 during trading. (2) Fixed/Indexed Insurance Product Sales Through Various Carriers; investment related; 7055 W Bell Road Suite 12, Glendale, AZ 85308; agent; fixed insurance sales & service, including Life, LTC, D & annuities; 20 hours per month, 8 hours per month during trading. (3) A. Executive Women International B. Non-Investment related C. 1288 Summit Ave Suite 107 Oconomowoc, WI Phoenix Chapter D. Networking Group E. Executive F. 02/12/2018 G. 1 hour per month H. attend meetings, support fundraisers. (4) Keystone Business Consulting, LLC / DBA Keystone B.E.S.T. Solutions; 7055 . Bell Rd, Ste 12, Glendale, AZ 86308; Not investment related; Education focus on Business consulting, Estate Preparation, Social Security Fundamentals and Tax Planning; 50% Owner with Pamela Prine; Start 9/18/2024; 20 hours /month during trading (5) Arizona Nights Entertainment Company; Entertainment Activities, Casino parties, Bartending, DJ, and Photo Booths; 4143 W Orangewood, Phoenix, AZ  85051; Not investment related; Part time Black Jack Dealer; Start Date:  12/19/2025; 10 hours/month during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-11-22

Other Names

• Kimberle Marie Oldenburg