Kimberly
Griego-Kiel
Horizons Sustainable Financial Services, Inc
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About this Advisor
Kimberly Griego-Kiel is a financial advisor who works out of Santa Fe, New Mexico with 10 years of industry experience. Griego-Kiel works at Horizons Sustainable Financial Services, Inc. During their career, Griego-Kiel has held roles at Cambridge Investment Research Advisors, Inc, Horizons Sustainable Financial Services, Inc and Cambridge Investment Research, Inc. Griego-Kiel maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Colorado, New Mexico and Texas. Horizons Sustainable Financial Services, Inc is a financial advisory company based out of Santa Fe, NM. It has offices in three locations and a total of six advisors. It administers $111 million in assets between its 766 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 766 client accounts, 21% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types billed by Horizons Sustainable Financial Services, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horizons Sustainable Financial Services, Inc Brokerage Details
$111,161,223
6
766
$145,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kimberly Griego-Kiel Work History
Kimberly has been registered as a financial advisor for 10 years.*
Horizons Sustainable Financial Services, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, 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 Kimberly Griego-Kiel 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 Horizons Sustainable Financial Services, Inc
Santa Fe, NM
Puyallup, WA
Eugene, OR
Santa Fe, NM
Santa Fe, NM
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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