Kimberley
Robinson
Mascoma Wealth Management
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About this Advisor
Kimberley Robinson is a certified financial planner and chartered financial consultant who works out of Hanover, New Hampshire who has 8 years of relevant experience. Robinson is currently employed by Mascoma Wealth Management. Their career trajectory has included roles at Lpl Financial, LLC, Mascoma Wealth Management and Mascoma Savings Bank. Robinson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in New Hampshire. Mascoma Wealth Management is a business operating out of Hanover, NH. It has a total of eight people on staff. It manages $422 million in assets across its 1,547 accounts, making it one of the bigger firms in the country by assets under management. The firm advises 25 charitable organizations. Of its 1,547 accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management depend on the type of financial services provided. However, fee types billed by Mascoma Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mascoma Wealth Management Brokerage Details
$421,754,341
8
1,547
$272,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kimberley Robinson Work History
Kimberley has been registered as a financial advisor for 8 years.*
Mascoma Wealth Management
Lpl Financial, LLC
Mascoma Savings 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 Kimberley Robinson 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 Mascoma Wealth Management
Hanover, NH
Burlington, VT
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
Hanover, NH
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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.
