Kimberly Sutton

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2020 → 03/2024
  Edward Jones
  St Louis, MO
• 12/2019 → 01/2020
  Eide Bailly Llp
  Norman, OK
• 03/2018 → 10/2019
  Intuit
  Mountain View, CA
• 08/2006 → 10/2019
  Jma Energy Company Llc
  Oklahoma City, OK
• 05/2024 → Present
  Lpl Financial Llc
  Newcastle, OK

Previous Registrations

• 2020-05-15 → 2024-03-28
  Edward Jones
  Norman, OK
  St Louis, MO
  Newcastle, OK
  Oklahoma City, OK
  Newcastle, OK

Other Businesses

1) 05/10/2024 - Rental - Real Estate Rental - Owner - OK 73064- 2178 - Investment related - 1 Hour per month - Start date: 07/01/2005. 2) 05/10/2024 - Kimberly Sutton, CPA - Tax Prep/Accounting/CPA - Owner - Investment related - 96 Hours per month - Start date: 06/01/2024. 3) 05/10/2024 - Council Member for the City of Newcastle - Council Member - Oklahoma 73065 - Non investment related - 3 Hours per month - Start date: 08/14/2023. 4) 05/10/2024 - Park Lane Jewelry - Outside/1099 - Jewelry Commissions as Sales Rep - OK 73065 - Non investment related - 1 Hour per month - Start date: 10/03/2023.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-13

Other Names

• Kimberly Renee Oden
• Kimberly Renee Queen
• Kimberly Renee Sutton