Kimberly
Speese
William Blair
Answer a few questions and
get matched with an advisor.
About this Advisor
Kimberly Speese is a financial advisor operating out of Chicago, Illinois, with 1 year of industry experience. Speese is an advisor for William Blair. Throughout their career, Speese has worked at Spc Financial, Inc, Morgan Stanley, Bank Of America, N.A, Fidelity Brokerage Services, Raffa Wealth Management LLC, William Blair, Raymond James Financial Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Speese maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. William Blair is a financial advisory company that has its headquarters in Chicago, IL. The company has offices in 10 locations and a total of 345 employees. It manages $42 billion in assets across its 44,686 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 39 charitable organizations. Of its 44,686 accounts, 32% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. William Blair offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by William Blair likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
William Blair Brokerage Details
$41,721,600,830
345
44,686
$933,662
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kimberly Speese Work History
Kimberly has been registered as a financial advisor for 1 years.*
William Blair
Raffa Wealth Management LLC
Fidelity Brokerage Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
Spc Financial, Inc
Raymond James Financial Services, Inc
Morgan Stanley
*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 Kimberly Speese 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 William Blair & Company L.L.C
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
