Kimberly
Lank

Edward Jones

CRD#6161170
Investment Advisor
in Tempe, AZ

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About this Advisor

Kimberly Lank is a financial advisor based in Tempe, Arizona. Currently an advisor at Edward Jones, they have accrued 12 years of practice as an investment advisor. Lank maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Lank is registered to work with investors based out of Arizona. Over the course of their career, Lank has held roles at Standardaero, Edward Jones and Paypal. Edward Jones is located in Tempe, Arizona, and has 12,884 additional brick-and-mortar locations across the United States. In total, Edward Jones oversees $312 billion in assets throughout 2,500,304 accounts and retains more than 23,510 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kimberly Lank Work History

Kimberly has 12 years of experience.

2013 - Present (6 years)

Edward Jones

2011 - 2013 (2 years)

Paypal

2006 - 2011 (5 years)

Standardaero

Disclosures

Kimberly Lank has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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