Kimberly Wilkes Tirrell

Employer firm

Baldwin Wealth Partners, LLC CRD 105343

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2005 → 10/2022
  American Research & Management
  Marion, MA
• 10/2022 → Present
  Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
  Marion, MA

Other Businesses

NAME OF OBA: MARION ART CENTER; ADDRESS OF OBA: MARION, MA; NATURE: NON-PROFIT; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: BOARD MEMBER AND TREASURER; DUTIES: PARTICIPATE IN BOARD MEETINGS AND FINANCE COMMITTEE; START DATE: 11/01/2020; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-20
• S63 Uniform Securities Agent State Law Examination
  2006-05-22