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About this Advisor
Kimberly Lank is a financial advisor based in Tempe, Arizona, with a total of 13 years of financial industry experience. Lank currently works for Edward Jones. During their career, Lank has held roles at Edward Jones, Paypal and Standardaero. Lank has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Edward Jones is an advisory firm based out of Tempe, Arizona. It has offices in 13,586 locations and a total of 23,408 people on staff. It oversees $329 billion in assets under management between its 3,047,151 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 958 charities and foundations. Of its 3,047,151 customer accounts, just 9% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on the type of services offered. Fees billed by Edward Jones most likely include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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 14 years of experience.
Kimberly Lank has no disclosures.
Please visit their SEC profile for more details.
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