Kimberley
Whittle

Stephens

CRD#4729888
Investment Advisor
in Rogers, AR

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About this Advisor

Kimberley Whittle is a financial advisor working out of Rogers, Arkansas with a total of 10 years of relevant experience. Whittle is on the advisory team at Stephens. Over the course of their career, Whittle has held roles at Stephens Inc. Whittle holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Arkansas and Texas. Stephens is a registered investment company operating out of Little Rock, AR. The company has offices in 23 locations and a total of 637 people on staff. It has $12 billion in assets among its 21,479 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 21 charities and foundations. Of its 21,479 accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets available to invest. Stephens has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically depend on the type of financial services offered. Fees charged by Stephens can be comprised of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

3100 Market Street
Rogers, AR 72758

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Stephens Brokerage Details

Total Assets Under Management

$12,334,227,079

AR Average: $880,205,985
Total Number of Employees

637

AR Average: 42
Total Number of Accounts

21,479

AR Average: 1,714
Average Account Size

$574,246

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kimberley Whittle Work History

Kimberley has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Stephens Inc

2013 - 2022 (9 years)

Stephens Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kimberley Whittle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stephens

Hillman Jones
Rogers, AR
Charles Nabhan
Lutherville-Timonium, MD
Thomas Moll
Little Rock, AR
Nina Vincent
Little Rock, AR
Joel Akers
Rogers, AR
Benjamin Penix
Fayetteville, AR
Kimberley Whittle
Rogers, AR
John Black Jr
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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