Kimberly
Weihbrecht

Atwood Financial Planning LLC

CRD#7225274
Investment Advisor
in Alexandria, VA

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About this Advisor

Kimberly Weihbrecht is a financial advisor based in Alexandria, Virginia, working with Atwood Financial Planning LLC. Kimberly has previously held positions at Atwood Financial Planning, U.S. Department Of Energy, Information Millennium Group Inc, Md-Dc-Va Solar Energy Industries Association, and Groundswell Inc. Kimberly has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia, Maryland, and Virginia. Currently, Kimberly is part of Atwood Financial Planning LLC, which operates out of Alexandria, Virginia. The firm has 5 offices and 7 employees. The firm serves high-net-worth clients and offers services including financial planning services, educational seminars, and other services. The fee structure at Atwood Financial Planning LLC includes hourly and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees

Office Location

Alexandria, VA

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Atwood Financial Planning LLC Brokerage Details

Total Number of Employees

7

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops
  • Other

Kimberly Weihbrecht Work History

2020 - Present (4 years)

Atwood Financial Planning

2017 - Present (7 years)

U.S. Department Of Energy

2015 - 2017 (2 years)

Information Millennium Group Inc

2014 - 2015 (1 year)

Md-Dc-Va Solar Energy Industries Association

2014 - 2014 (< 1 year)

Groundswell Inc

Disclosures

Please visit the SEC profile of Kimberly Weihbrecht 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 Atwood Financial Planning LLC

Elizabeth Pennington
Cleveland, OH
Erik Attias
Los Angeles, CA
Kimberly Weihbrecht
Alexandria, VA
Jason Ross
Cranford, NJ
Katherine Haynes
Fort Collins, CO
Lori Gulin
Washington, DC
Ukamaka Onyekelu-Eze
Richmond Hill, NY

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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