Kimberly Lee Sellnow

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2010 → 01/2018
  Steve H Holter
  Milwaukee, WI
• 10/2010 → 01/2018
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 10/2010 → 01/2018
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 11/2017 → 07/2018
  Kwik Trip #488
  Mayville, WI
• 01/2018 → 09/2021
  Associated Investment Services, Inc.
  Green Bay, WI
• 09/2021 → Present
  Raymond James & Associates, Inc.
  Theresa, WI
• 01/2024 → Present
  Raymond James Financial Services
  Theresa, WI

Previous Registrations

• 2018-01-16 → 2021-09-09
  Associated Investment Services, Inc.
  Fond Du Lac, WI
• 2010-01-29 → 2018-01-08
  Northwestern Mutual Investment Services, Llc
  Oshkosh, WI
  Wauwatosa, WI

Exams

• S66 Uniform Combined State Law Examination
  2010-01-25
• S63 Uniform Securities Agent State Law Examination
  1998-10-21

Other Names

• Kimberly Lee Frank