Kimberly
Flynn

Cwm, LLC

CRD#3210741
Investment Advisor
in Foxboro, MA

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About this Advisor

Kimberly Flynn is a financial advisor based in Foxboro, Massachusetts, working with Cwm, LLC. Kimberly has previously held positions at Metlife, Klarity Financial, Cwm, LLC Dba Carson Partners - Crd # 155344, Cwm, LLC Dba Carson Group Holdings, Cetera Advisor Networks, Carson Wealth, Principal Securities, Inc D/B/A 360 Klarity Financial, Princor Financial Services Corp, Facet Wealth, Prudential Insurance Company Of America, Pruco Securities, LLC, and Cwm, LLC. Kimberly has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Kimberly is part of Cwm, LLC, which operates out of Foxboro, Massachusetts. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

16 Chestnut St, Suite 111
Foxboro, MA 02035

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

MA Average: $1,978,216,465
Total Number of Employees

1,111

MA Average: 226
Total Number of Accounts

110,327

MA Average: 7,467
Average Account Size

$242,682

MA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kimberly Flynn Work History

2024 - Present (0 year)

Carson Wealth

2024 - Present (0 year)

Cwm, LLC

2022 - Present (2 years)

Cwm, LLC Dba Carson Partners - Crd # 155344

2022 - Present (2 years)

Cwm, LLC Dba Carson Group Holdings

2022 - 2022 (< 1 year)

Cetera Advisor Networks

2019 - 2019 (< 1 year)

Facet Wealth

2019 - 2022 (3 years)

Prudential Insurance Company Of America

2019 - 2022 (3 years)

Pruco Securities, LLC

2016 - 2019 (3 years)

Klarity Financial

2016 - 2016 (< 1 year)

Principal Securities, Inc D/B/A 360 Klarity Financial

2016 - 2016 (< 1 year)

Princor Financial Services Corp

2011 - 2016 (5 years)

Metlife

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Disclosures

Please visit the SEC profile of Kimberly Flynn 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 Cwm, LLC

Kevin Oleszewski
Vineland, NJ
Brian Aamlid
Sioux Falls, SD
Noah Kingston
Omaha, NE
Kristen Rainone
Omaha, NE
Jeremy Weller
Green Bay, WI
Tina Cicci
Foxboro, MA
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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