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Kimberly Rene' Newsome

Teeple Snyder Newsome Wealth & Tax Management

Brownsburg, IN

Louisville, KY

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Current Employers
Teeple Snyder Newsome Wealth & Tax Management

111 East Main Street, Brownsburg, IN 46112 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-09-16
KY RA APPROVED 2021-07-21
  • OH RA
    APPROVED
    Since 2022-09-16
  • KY RA
    APPROVED
    Since 2021-07-21

Branch Locations

111 East Main Street, Brownsburg, IN 46112 • United States

11807 Briney Ave., Louisville, KY 40243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Teeple Wealth Management, Llc Brownsburg IN 07/2021 Present
Fitcount Llc Louisville KY 01/2020 Present
Unbridled Capital Llc/Koa Management Company Gulf Breeze FL 02/2011 02/2021
Teeple Wealth Management, Llc Brownsburg IN 03/2021 07/2021
Teeple Wealth Management, Llc Brownsburg IN 07/2023 Present
  • 07/2021 → Present
    Teeple Wealth Management, Llc
    Brownsburg, IN
  • 01/2020 → Present
    Fitcount Llc
    Louisville, KY
  • 02/2011 → 02/2021
    Unbridled Capital Llc/Koa Management Company
    Gulf Breeze, FL
  • 03/2021 → 07/2021
    Teeple Wealth Management, Llc
    Brownsburg, IN
  • 07/2023 → Present
    Teeple Wealth Management, Llc
    Brownsburg, IN
Other Businesses

FITCOUNT LLC; NOT INVESTMENT RELATED; OWNER; START DATE 01/2020; LOUISVILLE, KY; APPROXIMATELY 5% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-01
Other Names
  • Kimberly Rene' Mann

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · BROWNSBURG, IN
EDWARD JONES · Brownsburg, IN
EDWARD JONES · BROWNSBURG, IN
EDWARD JONES · BROWNSBURG, IN
KEY INVESTMENT SERVICES LLC · BROWNSBURG, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Brownsburg, IN
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