John D. Kimbrough

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CRD#: 2612239

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.

John Donald Kimbrough was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1995. John had worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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

October 24, 2019 - July 1, 2024

LIBERTY ONE INVESTMENT MANAGEMENT

RIA

CRD#: 304290

Corinth, TX

Past

April 17, 2009 - June 28, 2011

TAHOMA INVESTMENT ADVISORS, LLC

RIA

CRD#: 149455

TACOMA, WA

Past

August 20, 2003 - November 5, 2019

PORTFOLIO STRATEGIES INC

RIA

CRD#: 104685

CORINTH, TX

Past

April 15, 2002 - September 4, 2003

SCHIELD MANAGEMENT CO.

RIA

CRD#: 109825

LITTLETON, CO

Past

June 2, 2000 - August 11, 2003

SCHIELD SECURITIES LLC

CRD#: 36769

LITTLETON, CO

Past

September 8, 1999 - June 1, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

May 8, 1995 - July 21, 1999

OFG FINANCIAL SERVICES, INC.

CRD#: 23940

TOPEKA, KS

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".

LIBERTY ONE INVESTMENT MANAGEMENT

LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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.

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

State Security Law Exam

IAR

Series 65

Date: 11/17/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/5/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/5/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIBERTY ONE INVESTMENT MANAGEMENT

LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

1509 N. Milwaukee Ave., Libertyville, IL 60048

Mailing Address

Phone number

(847) 680-9255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIBERTY ONE FORM ADV PART 2A BROCHURE (10/15/2025)

Regulatory assets under management

Total Number of Accounts	17,279
AUM (Assets Under Management)	$ 2,378,579,630

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.

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Advisor Monitoring

Firm Stability Insights

John D. Kimbrough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TAHOMA INVESTMENT ADVISORS, LLC

PORTFOLIO STRATEGIES INC

SCHIELD MANAGEMENT CO.

SCHIELD SECURITIES LLC

LPL FINANCIAL LLC

OFG FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

LIBERTY ONE INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/1999

Series 63

Date: 5/5/1995

Series 6

Date: 5/5/1995

Current Firm

LIBERTY ONE INVESTMENT MANAGEMENT

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY ONE INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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