Kimberly Kay Dale

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

• 09/2011 → 05/2023
  Woodbury Financial Services, Inc.
  Englewood, CO
• 10/2023 → 02/2025
  Lincoln Financial Advisors Corporation
  Aurora, CO
• 10/2011 → 05/2023
  Life Certain Wealth Strategies/Blue Sky Wealth Management
  Greenwood, CO
• 05/2023 → 10/2023
  Unemployed
  Aurora, CO
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-11-01 → 2025-01-24
  Osaic Fa, Inc.
  Aurora, CO
  Radnor, PA
  Fort Wayne, IN
• 2012-10-15 → 2023-05-24
  Woodbury Financial Services, Inc.
  Greenwood Village, CO
  Greenwood Village, CO
• 2010-05-24 → 2011-09-16
  Cetera Advisors Llc
  Denver, CO
• 2007-04-18 → 2009-12-09
  Cetera Advisors Llc
  Denver, CO
  Englewood, CO

Exams

• S66 Uniform Combined State Law Examination
  2006-07-11
• S63 Uniform Securities Agent State Law Examination
  2004-02-09

Other Names

• Kimberly Kay Viehdorfer
• Kimberly Kay Viehdorfer