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Kimberly Pedler

Edward Jones

Middlebury, IN

Goshen, IN

CRD 7180394

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-12
IN RA APPROVED 2021-03-17
  • TX RA
    APPROVED_RES
    Since 2022-05-12
  • IN RA
    APPROVED
    Since 2021-03-17

Branch Locations

Middlebury, IN • United States

118 S Main Street Suite 1, Goshen, IN 46526 • 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
Notre Dame Federal Credit Union Notre Dame IN 01/2018 02/2021
Lochmandy Motors Elkhart IN 05/2017 01/2018
Interra Credit Union Goshen IN 03/2010 04/2017
Lpl Financial Llc Notre Dame IN 10/2019 02/2021
Edward Jones St Louis MO 03/2021 Present
  • 01/2018 → 02/2021
    Notre Dame Federal Credit Union
    Notre Dame, IN
  • 05/2017 → 01/2018
    Lochmandy Motors
    Elkhart, IN
  • 03/2010 → 04/2017
    Interra Credit Union
    Goshen, IN
  • 10/2019 → 02/2021
    Notre Dame, IN
  • 03/2021 → Present
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-17
S63 Uniform Securities Agent State Law Examination 2019-12-16
  • S65 Uniform Investment Adviser Law Examination
    2020-03-17
  • S63 Uniform Securities Agent State Law Examination
    2019-12-16
Other Names
  • Kimberly Anne Kern
  • Kim Kern
  • Kim Pedler
  • Kim Anne Kern
  • Kim Anne Pedler
  • Kimberly Anne Pedler
  • Kimberly A Pedler

View on SEC IAPD

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