Kim M Orsi
Professional Summary
Kim M Orsi, who also goes by Kim Marie Champagne, Kim Marie Golden, Kim Marie Moeller, Kim Marie Orsi, is a registered financial advisor currently at SPIREPOINT PRIVATE CLIENT, LLC located in Lucas, Texas. Kim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kim has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kim Marie Champagne, Kim Marie Golden, Kim Marie Moeller, Kim Marie Orsi
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC
Contact Information
Main Address
830 Azalea Lane, Vero Beach, FL 32963Phone Number
(772) 316-1271# of Employees
10SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,376AUM (Assets Under Management)
$1,440,036,577Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC
State Registrations and Notice Filings
(9/19/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2006About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Aug 2006About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kim M Orsi's CRS (Customer Relationship Summary).
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