Kimberly Kay Muzquiz

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2007 → 02/2022
  First Midwest Bank
  Alsip, IL
• 11/2010 → Present
  Lpl Financial Llc
  Tinley Park, IL
• 02/2022 → Present
  Old National Bank
  Tinley Park, IL

Previous Registrations

• 2007-02-23 → 2010-11-02
  Uvest Financial Services Group, Inc.
  Palos Heights, IL
  Blue Island, IL
  Midlothian, IL
  Alsip, IL
  Crestwood, IL
  Oak Lawn, IL
  Alsip, IL
  Crestwood, IL
  Crestwood, IL
  Park Forest, IL
• 2004-07-30 → 2005-09-13
  Fiducial Investment Advisors, Inc.
  Oak Brook, IL
• 2001-10-19 → 2003-12-09
  Lasalle Financial Services, Inc.
  Chicago, IL

Other Businesses

(1) 09/23/2014 - OUTSIDE/W-2 EMPLOYMENT - THIS IS FOR YOUNG LIVING ESSENTIAL OILS. - MY HOME LOCATION ONLY 4755 S KEATING AVE, CHICAGO, IL 60632. 2) 04/02/2025-Old National Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 4/1/2024

Exams

• S66 Uniform Combined State Law Examination
  2000-10-07

Designations

• Certified Financial Planner

Other Names

• Kimberly Kay Hoke