Kimberly Ann Youngerman

Current Employers

Employment History

• 01/2013 → 08/2018
  Mml Distributors, Llc
  Springfield, MA
• 01/2013 → 08/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 01/2019 → 08/2021
  Icma-Rc Services, Llc
  Washington, DC
• 09/2018 → 01/2019
  Unemployed
  Scottsdale, AZ
• 04/2024 → 02/2026
  Usi Consulting Group
  Glastonbury, CT
• 04/2024 → 02/2026
  Usi Securities
  Glastonbury, CT
• 09/2021 → 04/2022
  Forusall
  Scottsdale, AZ
• 05/2022 → 08/2023
  Ipx Retirement
  Rio Verde, AZ
• 08/2023 → 03/2024
  Unemployed
  Rio Verde, AZ
• 03/2026 → Present
  Retirement And Wealth At Alliant, Llc
  Omaha, NE
• 04/2026 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2024-06-03 → 2026-03-03
  Usi Securities, Inc.
  Phoenix, AZ
  Glastonbury, CT

Other Businesses

1. Partner of LLC with my husband since April 2004. Business is purely run and contributed by my husband as a content writer for two clients in the solar and health and fitness industries. The business in not investment. Address is same as home address. I do not participate in the day-to-day operations or financials, and do not devote any hours to the business including during trading hours. 2. Name of Business: Alliant Insurance Services, Inc; Investment Related: Yes; Address: Same as Registered Location; Nature of Business: Employee Benefits and Insurance Sales; Start Date: 3/16/2026; ? Position/Title Relationship: Account Executive/Client Relationship Manager; APX Number of Hours per Week: 1; APX Number of Hours per Trading Hours: 1; Brief Description of Duties: Parent Company of Alliant Retirement Services, LLC (RIA), basic administration work and cross-sell. INTEGRATED WEST, LLC POSITION: Partner NATURE: It is an LLC between me and my husband taxed as an S Corp. My spouse is a content writer and provides content for newsletters, websites, and blogs. I have absolutely no day to day interaction with the business and no financial obligations other than to sign the annual IRS filings. My husband does all his own content generation. His clients are few and are service or retail oriented businesses that have no affiliation with financial services or products. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2003 ADDRESS: 8924 E Pinnacle Peak Rd, Ste G5-411, Scottsdale AZ 85255, United States DESCRIPTION: Sign the IRS tax filing

Exams

• S66 Uniform Combined State Law Examination
  2024-05-31
• S63 Uniform Securities Agent State Law Examination
  1993-05-27

Other Names

• Kimberly Ann Schmuck