Kimberly Rauch

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bainbridge Island, WA
• 05/2019 → 10/2019
  1St Security Bank Of Wa
  Poulsbo, WA
• 07/2016 → 05/2019
  Bank Of America
  Bainbridge, WA
• 07/2017 → 11/2018
  Estee Lauder
  Silverdale, WA
• 07/2017 → 07/2017
  Macys
  Silverdale, WA

Other Businesses

I*2379258, Entity Type: Entity For Profit, Name of OBA: Noll Valley LLC, Address: Poulsbo, Washington, 98370, Investment Related: N, Position, Title, Association: Director, Owner, Employee State Date: 04/21/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: Will post room on furnished finders paying an annual fee to have it posted through their site, interview potential renters, prep for next renters when previous ones have vacated the room and collect rent payments directly from renters.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10

Other Names

• Kimberly Ann Walko
• Kimberly Ann Martin
• Kim Ann Rauch
• Kimberly Martin
• Kimberly Walko