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.
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
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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Business Succession Planning
Comprehensive Financial Planning
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.
Certified Financial Planner
Begin Date: 2010
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (2)
Texas (7/21/2014) RESTRICED
SRO REGISTRATIONS (0)
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CHOREO, LLC (#111221)
201 First St Se Suite 800, Cedar Rapids, IA, 52401
1/20/2006 - Current
PREVIOUS EMPLOYERS (3)
BIRCHTREE FINANCIAL SERVICES LLC (#15014)
11/23/2005 - 7/17/2012
Cedar Rapids, IA
IDS LIFE INSURANCE COMPANY (#6321)
7/21/2003 - 10/31/2005
AMERIPRISE FINANCIAL SERVICES, LLC (#6363)
7/21/2003 - 10/31/2005
Kimberly Lynn Hillyard
Experience: 20 years / 4 firms
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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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