Kimberly Ann Lutes

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

• 12/2018 → 12/2019
  Tim Boyd Insurance Agency
  Harrisburg, PA
• 10/2015 → 12/2018
  Lm Markets Llc
  Lemoyne, PA
• 02/2019 → 12/2019
  State Farm Vp Management Corp
  Harrisburg, PA
• 12/2019 → 02/2021
  Wells Fargo Bank, Na
  Saint Petersburg, FL
• 12/2019 → 02/2021
  Wells Fargo Clearing Services, Llc
  Saint Petersburg, FL
• 12/2022 → 03/2025
  Fifth Third Bank
  Saint Petersburg, FL
• 02/2021 → 12/2022
  Fisher Investments
  Tampa, FL
• 12/2019 → 02/2021
  Wells Fargo
  Saint Petersburg, FL
• 02/2019 → 12/2019
  State Farm
  Harrisburg, PA
• 12/2018 → 12/2019
  Tim Boyd Insurance Agency
  Harrisburg, PA
• 10/2015 → 12/2018
  Lm Markets Llc
  Lemoyne, PA
• 12/2022 → 03/2025
  Fifth Third Securities
  Saint Petersburg, FL
• 08/2012 → Present
  Real Estate Solutions Inc Of Harrisburg
  Hummelstown, PA
• 03/2025 → Present
  Lpl Financial Llc
  St. Petersburg, FL

Previous Registrations

• 2022-12-21 → 2025-03-13
  Fifth Third Securities, Inc.
  Largo, FL
  Largo, FL
  Seminole, FL
  Clearwater, FL
  St. Petersburg, FL
  Clearwater, FL
  St Petersburg, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Riverview, FL
  Pinellas Park, FL
  St. Petersburg, FL
  Indian Shores, FL
  Clearwater, FL
  Largo, FL
  Tampa, FL
  Saint Petersburg, FL
• 2021-02-23 → 2022-12-16
  Fisher Investments
  Tampa, FL
  Plano, TX
• 2009-06-22 → 2009-09-25
  Cuso Financial Services, L.P.
  Harrisburg, PA
• 2008-01-01 → 2009-06-16
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
  Winston Salem, NC
  Greensboro, NC
  High Point, NC
• 2006-11-06 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  High Point, NC
  St. Louis, MO

Other Businesses

1)3/7/25 - Real Estate Solutions Inc of Harrisburg - owner - Business Entity For Tax/Investment Purposes Only - Non-investment related- St Petersburg, FL - start date 8/2/2012- 0hrs

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2019-04-29

Other Names

• Kimberly Ann Siegfried
• Kimberly A. Siegfried
• Kimberly Ann Lutes
• Kimberly Lutes
• Kimberly Ann Siegfried