Kimberly Prince Loney

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2021 → 02/2022
  Bankers Life And Casualty
  Wilmington, NC
• 07/2019 → 01/2020
  Emergeortho
  Wilmington, NC
• 03/2018 → 07/2019
  Acs Benefit Services
  Winston Salem, NC
• 08/2016 → 03/2018
  Culp, Inc
  High Point, NC
• 01/2020 → 03/2021
  Self Employed - Ayb Marketing
  Wilmington, NC
• 01/2022 → 02/2022
  Bankers Life Advisory Services, Inc
  Wilmington, NC
• 12/2021 → 02/2022
  Bankers Life Securities, Inc
  Wilmington, NC
• 02/2022 → 10/2023
  Future First Wealth & Retirement, Llc
  Wilmington, NC
• 07/2022 → 11/2025
  Ascend Learning
  Wilmington, NC
• 11/2023 → 02/2025
  Edward Jones
  St Louis, MO
• 11/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-12-20 → 2025-02-12
  Edward Jones
  Wilmington, NC
  St. Louis, MO
  Wilmington, NC
• 2023-06-04 → 2023-10-17
  Portfolio Medics, Llc
  Wilmington, NC
  Bonita Springs, FL
• 2022-02-09 → 2023-05-26
  Royal Fund Management, Llc
  Lady Lake, FL
  Wilmington, NC
• 2022-01-01 → 2022-02-14
  Bankers Life Advisory Services, Inc.
  Chicago, IL
  Wilmington, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-31
• S63 Uniform Securities Agent State Law Examination
  2021-12-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kimberly Prince
• Kimberly Douglas