Kimberly Jane Solomon

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2014 → 05/2017
  Bingham High School
  South Jordan, UT
• 05/2017 → 03/2020
  Utah Valley University
  Orem, UT
• 03/2020 → 09/2020
  Utah Valley University
  Orem, UT
• 09/2020 → 09/2021
  Alliance Benefit Group
  Midvale, UT
• 04/2021 → 12/2022
  Greenix Pest Control
  Orem, UT
• 01/2022 → 05/2023
  Utah Valley University
  Orem, UT
• 01/2023 → 10/2024
  Searcy Financial Services
  Overland Park, KS
• 05/2017 → 03/2018
  Summers Law
  Salt Lake City, UT
• 01/2023 → 10/2024
  Allos Investment Advisors, Llc
  Overland Park, KS
• 02/2025 → Present
  Capita Financial Network
  Draper, UT
• 10/2024 → 02/2025
  Unemployed
  Saratoga Springs, UT

Previous Registrations

• 2023-10-13 → 2024-11-01
  Searcy Financial Services, Inc.
  Saratoga Springs, UT
• 2023-12-06 → 2024-11-01
  Allos Investment Advisors, Llc
  Saratoga Springs, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-12