Kimberly R Taylor

Current Employers

Employment History

• 08/2014 → Present
  University Of New Mexico
  Albuquerque, NM
• 07/2018 → Present
  Rice University
  Houston, TX
• 09/2020 → Present
  The Kimberly Corp
  Albuquerque, NM
• 10/2020 → Present
  Outbound Expeditions
  Albuquerque, NM
• 06/2020 → Present
  Lpl Financial Llc
  Albuquerque, NM
• 06/2021 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Albuquerque, NM

Other Businesses

1) 03/19/2021 - The Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/19/2021 - University of New Mexico - Teacher - Non-Inv Rel - Albuquerque, NM - Start: 08/2014 - 40 Hr/Mth 3) 03/19/2021 - Rice University - Teacher - Non-Inv Rel - Houston,TX - Start: 07/2018 4) 03/19/2021 - The Kimberly Corp, LLC - President Workshop for better communication - Non-Inv Rel - Albuquerque, NM - Start: 08/2020 5) 8/25/2021 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/01/2021 - 30 Hours Per Month During Securities Trading - Time Spent 19% - I provide investment advisory services through WCG Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 08/25/2021. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 8/25/2021 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 08/01/2021 - 120 Hours Per Month During Securities Trading - Time Spent 75% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 08/25/2021. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 01/09/2024 - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/21/2021 - 5 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2021-06-07

Other Names

• Kimberly R Oostman
• Kimberly R Oostman Taylor
• Kimberly R Oostman-Taylor