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, 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

Series 66

Years of Experience

14 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 14 years of experience.

2013 - Present (7 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

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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