Matthew
Kimberly
Planmember Securities Corporation
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About this Advisor
Matthew Kimberly is a financial advisor based in Akron, Ohio, working with Planmember Securities Corporation. Matthew has previously held positions at Edward Jones, S&S Wholesale Consulting, Brunswick Companies, Rosemont Country Club, Copley High School, Full Time Student, 1St Responder Financial Advisors, Planmember Securities Corporation, and as a self-employed advisor. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Matthew is part of Planmember Securities Corporation, which operates out of Akron, Ohio. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Kimberly Work History
Planmember Securities Corporation
1St Responder Financial Advisors
Matthew Kimberly (Self Employed)
Edward Jones
1St Responder Financial Advisors
Planmember Securities Corporation
Edward Jones
Edward Jones
S&S Wholesale Consulting
Full Time Student
Brunswick Companies
Full Time Student
Full Time Student
Rosemont Country Club
Copley High School
Disclosures
Please visit the SEC profile of Matthew Kimberly 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 Planmember Securities Corporation
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Carpinteria, CA
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Houston, TX
Akron, OH
Irvington, NY
Carpinteria, CA
Carpinteria, CA
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