Kimberly Janel Wefel

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2025 → Present
  Ameriprise Financial Services, Llc
  Arden Hills, MN
• 09/2018 → 01/2025
  Mounds View Public Schools
  Shoreview, MN
• 06/2018 → 09/2018
  Unemployed
  Blaine, MN
• 12/2016 → 05/2018
  Spring Lake Park Public Schools
  Spring Lake Park, MN
• 05/2002 → 11/2016
  Homemaker
  Blaine, MN

Exams

• S66 Uniform Combined State Law Examination
  2026-03-09

Other Names

• Kimberly Janel Baker
• Kim Baker
• Kim Wefel