Kimberly Ann Shirk

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2015 → 03/2017
  Insurance
  Chandler, IN
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Clermont, FL
• 12/2015 → Present
  Freedom Financial Group, Llc
  Clermont, FL
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Lakeland, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Carmel, IN
  Evansville, IN
  Chandler, IN
  Evansville, IN
  Tampa, FL
  Orlando, FL
  Lakeland, FL
  Clermont, FL
• 2015-01-02 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Evansville, IN
  Chandler, IN
  Chandler, IN
  Carmel, IN
  Evansville, IN
• 2006-02-09 → 2014-09-12
  Cuna Brokerage Services, Inc.
  Newburgh, IN
  Evansville, IN
  Evansville, IN
  Newburgh, IN
  Boonville, IN
  Evansville, IN
  Evansville, IN
  Evansville, IN
  Evansville, IN

Other Businesses

1. KIMMIE VOCAL PERFORMER POSITION: Singer/Performer/Disc Jockey NATURE: Sole Proprietorship. Vocal Performer/Cover Artist also Karaoke Disc Jockey. To perform at private events and certain public venues. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2024 ADDRESS: 16745 Tall Grass Lane, Clermont FL 34711, United States DESCRIPTION: Perform at various venues and private events. Karaoke host. 2. FREEDOM FINANCIAL GROUP, LLC POSITION: Investment Advisor Representative, conducting securities, investment advisor and insurance under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2015 ADDRESS: 2580 E Hwy 50, Clermont FL 34711, United States DESCRIPTION: Sales and marketing of securities, investment advisor and insurance under this business name 3. FREEDOM FINANCIAL GROUP, LLC POSITION: Insurance Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2015 ADDRESS: 2480 E Hyw 50, Clermont FL 34711, United States DESCRIPTION: Insurance Broker

Exams

• S66 Uniform Combined State Law Examination
  2006-01-13
• S63 Uniform Securities Agent State Law Examination
  1995-01-13

Other Names

• Kimberly Boyle
• Kimberly Campbell
• Kim Mountain
• Kimberly Mountain
• Kimberly Ann Mountain
• Kimberly Ann Boyle
• Kimberly Ann Mountain