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Kimberly Lowery

Kl Financial LLC

Palmetto, GA

CRD 7165610

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Employer firm

Kl Financial LLC CRD 305309

7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Kl Financial Llc

636 Main Street, Palmetto, GA 30268 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-02-06
  • GA RA
    APPROVED
    Since 2020-02-06

Branch Locations

636 Main St. Po Box 665, Palmetto, GA 30268 • 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
Kl Financial Llc Palmetto GA 05/2017 Present
Coweta County Schools Newnan GA 08/2005 12/2017
Palmetto Tax Service Palmetto GA 12/2000 05/2017
  • 05/2017 → Present
    Kl Financial Llc
    Palmetto, GA
  • 08/2005 → 12/2017
    Coweta County Schools
    Newnan, GA
  • 12/2000 → 05/2017
    Palmetto Tax Service
    Palmetto, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES

Nearby Investors

DEIDRE KNIGHT BEMBRY
KEVIN CHRISTOPHER PIERSON
KYKEISHA BRADWELL DICKERSON

Nearby Offices

KL FINANCIAL LLC · PALMETTO, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Palmetto, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Fairburn, GA

More in Palmetto, GA

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