Kimberly Elaine Renfroe

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

• 02/1989 → 07/2020
  Investacorp. Inc.
  Miami Lakes, FL
• 03/1989 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Wesley Chapel, FL
• 10/2020 → 06/2024
  Securities America Advisors
  Wesley Chapel, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wesley Chapel, FL

Previous Registrations

• 2020-10-27 → 2024-06-14
  Securities America Advisors, Inc.
  Wesley Chapel, FL

Other Businesses

TAMPA BAY WALLSTREET, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 01/26/1989 ADDRESS: 5450 Bruce B. Downs, #404, Wesley Chapel FL 33544, United States DESCRIPTION: This is a DBA for my securities business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-25

Designations

• Certified Financial Planner

Other Names

• Kim Renfroe