Kimberly Ann Stoll

Current Employers

Employment History

• 10/2009 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 10/2009 → 09/2016
  Vsr Advisor Services, Inc
  Overland Park, KS
• 09/2016 → 10/2016
  Summit Brokerage Services, Inc.
  Camanche, IA
• 09/2016 → 10/2016
  Summit Financial Group Inc
  Boca Raton, FL
• 10/2016 → 08/2025
  Securities America, Inc.
  Camanche, IA
• 11/2016 → Present
  Wealthplan Partners Inc Dba Individual Investment Services
  Camanche, IA
• 01/2020 → Present
  Wealthplan Partners, Llc Dba Individual Investment Services
  Omaha, NE
• 06/2024 → 08/2025
  Osaic Wealth, Inc.
  Camanche, IA
• 08/2025 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 01/1988 → Present
  Kimberly Stoll
  Camanche, IA
• 01/1990 → Present
  Independent Investment Services, Inc
  Camanche, IA

Previous Registrations

• 2020-01-08 → 2025-08-08
  Wealthplan Partners
  Omaha, NE
  Camanche, IA
• 2016-11-04 → 2020-07-10
  Wealthplan Partners
  Camanche, IA
• 2009-10-23 → 2016-10-31
  Vsr Financial Services, Inc.
  Overland Park, KS
  Camanche, IA
  Dripping Springs, TX
  Camanche, IA
  Overland Park, KS
• 2016-09-01 → 2016-10-31
  Summit Financial Group Inc
  Camanche, IA
• 2001-04-10 → 2009-10-27
  Fsc Securities Corporation
  Camanche, IA

Other Businesses

1.) KIMBERLY STOLL - LICENSED AGENT - NON-VARIABLE INSURANCE - CAMANCHE, IA - SINCE 01/1988 - INVESTMENT RELATED 2.) INDEPENDENT INVESTMENT SERVICES, INC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - CAMANCHE, IA - SINCE 01/1989 - INVESTMENT RELATED 3.) INDEPENDENT INVESTMENT SERVICES, INC - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - CAMANCHE, IA - SINCE 01/1990 - NOT INVESTMENT RELATED 4.) NOTARY - IOWA NOTARY - NOTARY - CAMANCHE, IA - SINCE 03/2024 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-18

Designations

Other Names

• Kimberly Ann Petersen
• Kimberly Petersen