Kimberly R Clark

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2022 → 03/2025
  Cook Wealth Management Group, Llc
  Raleigh, NC
• 03/2021 → 10/2022
  410 Medical
  Durham, NC
• 05/2018 → 03/2021
  Hrtms
  Raleigh, NC
• 11/2015 → 01/2018
  Bmc
  Raleigh, NC
• 02/2018 → 04/2018
  N/A
  Raleigh, NC
• 03/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-07-31 → 2025-04-01
  Cook Wealth, Llc
  Raleigh, NC

Other Businesses

1. Triangle Family Services; Non-Investment Related; 3937 Western Blvd., Raleigh, NC 27606; Non-Profit Organization assisting families in Wake County, NC; Board Member (uncompensated); Attends meetings, financial statement reviews, fundraising; Start Date: 09/01/2022; Spends approximately 2 hours per month not during securities trading hours.

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Kimberly Clark