Kimberley Kae Hamilton

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2009 → 02/2017
  Morgan Stanley Smith Barney
  Grand Rapids, MI
• 02/2017 → 08/2021
  Voya Financial Advisors, Inc.
  Grand Rapids, MI
• 08/2021 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2017-02-03 → 2021-08-17
  Voya Financial Advisors, Inc.
  Grand Rapids, MI
  Bloomfield Hills, MI
  Grand Rapids, MI
  Holland, MI
  Grand Rapids, MI
• 2010-10-20 → 2017-02-10
  Morgan Stanley
  Grand Rapids, MI

Other Businesses

1) 8/2021 -Hamilton Tjalsma Wealth Planning Group- DBA for LPL Business (entity for LPL business)- Inv. Related- GRAND RAPIDS MI- start date 2/02/2017 2) 8/2021- 4465 CAUSEWAY LLC- Real Estate Rental - co-owner- Inv. Related- Lowell, MI- start date 8/9/2021 15hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-19
• S63 Uniform Securities Agent State Law Examination
  1983-12-01

Other Names

• Kimberley Kae Rhoda
• Kimberly Kae Rhoda
• Kimberley Kae Rhoda