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KH

Kim B. Huebner

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CRD#: 1135371
KH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kim Belinda Huebner, who also goes by Kim Belinda Liebich, Kimb Belinda Liebich, was a registered financial professional .

Kim is a previously registered financial professional and started their career in finance in 2004. Kim had worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kim Belinda Liebich | Kimb Belinda Liebich

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 4, 2015 - March 30, 2017

PARASOL INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 156074
JOLIET, IL
Past

October 1, 2008 - April 6, 2009

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NAPERVILLE, IL
Past

October 1, 2008 - April 6, 2009

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NAPERVILLE, IL
Past

April 29, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
NAPERVILLE, IL
Past

March 25, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NAPERVILLE, IL
Past

February 5, 2004 - January 4, 2005

JPMORGAN FLEMING ASSET MANAGEMENT

RIA
CRD#: 107247
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/9/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/21/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


PI
PARASOL INVESTMENT MANAGEMENT, LLC
PARASOL INVESTMENT MANAGEMENT, LLC

CRD#: 156074 / SEC#: 801-72301

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Contact information


Main Address
520 North Cass Avenue Suite 200, Westmont, IL 60559
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PARASOL 2015 FORM ADV PART 2A FIRM BROCHURE (3/28/2016)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARASOL INVESTMENT MANAGEMENT, LLC

CRD#: 156074

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