Kimberlee Marie Orth

Current Employers

Employment History

• 09/1987 → 03/2020
  Ameriprise Financial Services, Inc.
  Wilmington, DE
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wilmington, DE

Other Businesses

Business Ownership; Orth 202 LP; ; LP entity established to purchase building for use as a new Ameriprise office after extensive renovations are completed.; 67 Wilmington-West Chester Pike Chadds Ford, PA, ,; Not Investment-Related; 04/03/2014; 0 hours per month; 0 during trading hours / Orth 202 GP LLC; ; In addition to LP, on advise of attorney, LLC entity established to purchase building for use as a new Ameriprise office after extensive renovations are completed.; 67 Wilmington-West Chester Pike Chadds Ford, PA 19317, ,; Not Investment-Related; 04/03/2014; 0 hours per month; 0 during trading hours / 3513 Concord Pike LLC; ; LLC established to purchase 3 story building. 2nd and 3rd floors are leased by a management company. 1st floor to become a new Ameriprise office after extensive ernovations are completed.; 3513 Concord Pike Wilmington, DE 19810, ,; Not Investment-Related; 05/08/2015; 0 hours per month; 0 during trading hours / Kimberlee M O, LLC; Maintain account to facilitate payroll activities per approved vendor requirements; See Above; 3513 Concord Pike Suite 1000, , Wilmington, DE, 19803; Not Investment-Related; 06/19/2018; 0 hours per month; 0 during trading hours / Orth Enterprises LLC; N/A; Office real estate is owned by the LLC; 1805 Foulk Road Suite I, , Wilmington, DE, 19810; Investment-Related; 01/01/2022; 0 hours per month; 0 during trading hours. Board of Directors; Ministry of Caring Inc; Board Member; 115 E 14th Street, , Wilmington, DE, 19801; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 0 during trading hours / IHM Pastoral Council; Pastoral Council Member; 4701 Weldin Road, , Wilmingon, DE, 19803-5027; Not Investment-Related; 10/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Kimberlee M O, LLC; Financial Advisor; LLC established for the Ameriprise practice. I receive a salary from the entity.; 3513 Concord Pike, Suite 1000, Wilmington, DE, 19803; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours. Other Business Activities; Rent office space to business owner; Provide office space; 1805 Foulk Road Suite I, , Wilmington, DE, 19810; Investment-Related; 04/01/2012; 0 hours per month; 0 during trading hours / Kimberlee Orth; I personally will provide mortgage financing to Family First Legacy, LLC secured by real property that the LLC will purchase on May 10, 2024.; 2803 Shipley Road, 2803 Shipley Road, Wilmington, DE, 19810; Not Investment-Related; 05/10/2024; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-30

Other Names

• Kimberlee Kais
• Kimberlee Marie Kais
• Kim Kais