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KY

Kimberly A. Youngerman

ALLIANT RETIREMENT CONSULTING
Omaha, NE 68130
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CRD#: 2345916
KY
Kimberly Ann YoungermanALLIANT RETIREMENT CONSULTING

Professional summary

Kimberly Ann Youngerman, who also goes by Kimberly Ann Schmuck, is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Omaha, Nebraska.

Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Kimberly has worked at 13 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 26 exams.

Aliases

Kimberly Ann Schmuck

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) - RIA

Click below to view Kimberly Ann Youngerman's CRS (Customer Relationship Summary).

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

Current

July 13, 2026 - Present

ALLIANT RETIREMENT CONSULTING

Office #1: 17117 Oak Drive Suite A, Omaha, NE 68130
RIA
CRD#: 167970
Omaha, NE
Current

July 8, 2026 - Present

OSAIC WEALTH, INC.

Office #1: 17117 Oak Drive Ste A, Omaha, NE 68130
RIA
BD
CRD#: 23131
OMAHA, NE
Past

June 3, 2024 - March 3, 2026

USI SECURITIES, INC.

RIA
CRD#: 43793
PHOENIX, AZ
Past

May 17, 2024 - March 3, 2026

USI SECURITIES, INC.

BD
CRD#: 43793
PHOENIX, AZ
Past

March 4, 2019 - August 27, 2021

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
WASHINGTON, DC
Past

January 2, 2013 - September 5, 2018

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
SPRINGFIELD, MA
Past

January 1, 2009 - January 2, 2013

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

BD
CRD#: 37819
HARTFORD, CT
Past

February 26, 2008 - January 1, 2009

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

March 26, 2003 - May 22, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 26, 2003 - June 2, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

May 8, 2002 - March 5, 2003

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MILWAUKEE, WI
Past

January 12, 2001 - April 10, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 12, 2001 - April 10, 2002

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

May 19, 2000 - January 5, 2001

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

May 27, 1993 - March 29, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 27, 1993 - March 29, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA
Registered Investment Advisory firm - (7/9/2013 Approved)
Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nebraska
(7/8/2026)
IAR
Nebraska
(7/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/31/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/27/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/23/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/26/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/20/1995
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA
Registered Investment Advisory firm - (7/9/2013 Approved)
Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)
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Contact information

Main Address
1125 Sanctuary Parkway Suite 300, Alpharetta, GA 30009
Mailing Address
Phone number
(713) 470-4208
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

2025 ANNUAL FILING (3/31/2025)

Regulatory assets under management

Total Number of Accounts156
AUM (Assets Under Management)$ 4,493,036,646

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

ALLIANT RETIREMENT CONSULTING

CRD#: 167970Omaha, NE 68130

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