Kimberly Renee Stewart

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

• 01/2016 → Present
  Ameriprise Financial Services, Llc
  Orlando, FL

Previous Registrations

• 2010-12-14 → 2016-01-26
  Lpl Financial Llc
  Orlando, FL
  San Diego, CA
  Orlando, FL
• 2006-11-16 → 2010-12-06
  Edward Jones
  Orlando, FL
  Orlando, FL
  Orlando, FL
  St Louis, MO

Other Businesses

Business Ownership; KRS Wealth Management LLC; Oversee operations; Financial Advisory Practice ***This was removed in error by Home Office. I am adding it back to my disclosure***; 513 N Parramore Avenue, , Orlando, FL, 32801; Investment-Related; 11/29/2010; 60 hours per month; 60 during trading hours / Pretty and Wealthy LLC; Owner - Build and market group; Women's Networking and Empowerment; 513 N Parramore Avenue, , Orlando, FL, 32801; Not Investment-Related; 10/21/2021; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-22

Designations

• Certified Financial Planner