Kimberly
Englehart
Commerce Brokerage Services, Inc
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About this Advisor
Kimberly Englehart is a financial advisor operating in Kansas City, Missouri with a total of 8 years of industry experience. Englehart is on the advisory team at Commerce Brokerage Services, Inc. Over the course of their career, they have held roles at Commerce Brokerage Services, Inc and Commerce Bank. Englehart has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Commerce Brokerage Services, Inc is a registered investment company operating out of Saint Louis, MO. The company has offices in 33 locations and a total of 37 advisors. It controls $650 million in assets under management across its 3,570 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to nine charitable organizations. Of its 3,570 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types charged by Commerce Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commerce Brokerage Services, Inc Brokerage Details
$650,363,405
37
3,570
$182,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kimberly Englehart Work History
Kimberly has been registered as a financial advisor for 8 years.*
Commerce Brokerage Services, Inc
Commerce Bank
*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 Englehart 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 Commerce Brokerage Services, Inc
Springfield, MO
Kansas City, MO
Saint Louis, MO
Kansas City, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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