Kimberly Noelle Smith

Current Employers

Employment History

• 08/2007 → Present
  Diversions Scuba Llc
  Madison, WI
• 05/2014 → 01/2025
  Lincoln Financial Advisors Corporation
  Madison, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Madison, WI

Previous Registrations

• 2014-08-07 → 2025-01-24
  Osaic Fa, Inc.
  Madison, WI

Other Businesses

1. DIVERSIONS SCUBA, LLC ADDRESS: 5504 UNIVERSITY AVE MADISON WI 53705 CATEGORY: INSTRUCTOR/TEACHER INVESTMENT RELATED: NO TITLE: INSTRUCTOR DUTIES: TEACH SCUBA CLASSES START DATE: 08/01/2007 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 2. KIMBERLY SMITH ADDRESS: 406 Science Dr Ste 310 Madison WI 53711 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY DUTIES: NOTARIZE CLIENT SIGNATURES START DATE: 06/27/2001 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3. THE CAPITAL GROUP POSITION: Director of Wealth Management NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/05/2014 ADDRESS: 406 Science Dr Ste 310 Madison WI 53711 DESCRIPTION: Prepare for client meetings; answer client phone calls and emails; attend client meetings; make trades as discussed with clients; monitor client investments; prepare paperwork for account activity

Exams

• S66 Uniform Combined State Law Examination
  2014-07-29

Other Names

• Kimberly Noelle Carlson