advisor profile

Kimberly Lynn Hillyard

IAR
kim hillyard
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Kimberly Lynn Hillyard, CFP, who also goes by Kim Hillyard, is a registered financial advisor at CHOREO, LLC located in Cedar Rapids, Iowa.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kimberly has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Disclosures
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Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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Advisor Information

ADVISOR PROFILE
Services Offered
Business Succession Planning
Investment Planning
Education Planning
Comprehensive Financial Planning
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Divorce Planning
Other Business
1. PARTNER IN HILLYARD ENTERPRISES, LLC, A FAMILY OWNED LLC CREATED TO INCREASE NET WORTH SINCE 3/2007. OWNS RENTAL PROPERTY & INVESTMENT ACCOUNT. ADDRESS IS MY RESIDENCE. BUSINESS IS INVESTMENT RELATED. I PERFORM TYPICAL SECRETARY / TREASURER DUTIES 5% OF MY TIME TIME DURING NON SECURITIES TRADING HOURS.
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CREDENTIALS
CREDENTIALS (1)
CFP: Certified Financial Planner
Certified Financial Planner
Begin Date: 2010
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (2)
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IAR
Iowa (1/20/2006)
IAR
Texas (7/21/2014) RESTRICED
SRO REGISTRATIONS (0)

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYER
RIA
CHOREO, LLC (#111221)
201 First St Se Suite 800, Cedar Rapids, IA, 52401
1/20/2006 - Current
PREVIOUS EMPLOYERS (3)
BD
BIRCHTREE FINANCIAL SERVICES LLC (#15014)
11/23/2005 - 7/17/2012
Cedar Rapids, IA
BD
IDS LIFE INSURANCE COMPANY (#6321)
7/21/2003 - 10/31/2005
Minneapolis, MN
BD
AMERIPRISE FINANCIAL SERVICES, LLC (#6363)
7/21/2003 - 10/31/2005
Minneapolis, MN
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Kimberly Lynn Hillyard

IAR
CFP: Certified Financial Planner
Experience: 20 years / 4 firms
CRD#: 4219402


LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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