KD
Kimberle M. Dyer
J. W. COLE ADVISORS
GLENDALE, AZ 85308
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CRD#: 4876039
KD
Professional summary
Kimberle Marie Dyer, who also goes by Kimberle Marie Oldenburg, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Glendale, Arizona and J.W. COLE FINANCIAL, INC. located in Glendale, Arizona.
Kimberle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kimberle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kimberle Marie Oldenburg
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.
(1) DBA - Keystone Capital Management Group, LLC; investment related; 7055 W. Bell Road Suite 12, Glendale, AZ 85308; investments, financial planning, insurance (life & viatical); owner - start date 2/15/2016; 160 hours per month, 110 during trading. (2) Fixed/Indexed Insurance Product Sales Through Various Carriers; investment related; 7055 W Bell Road Suite 12, Glendale, AZ 85308; agent; fixed insurance sales & service, including Life, LTC, D & annuities; 20 hours per month, 8 hours per month during trading. (3) A. Executive Women International B. Non-Investment related C. 1288 Summit Ave Suite 107 Oconomowoc, WI Phoenix Chapter D. Networking Group E. Executive F. 02/12/2018 G. 1 hour per month H. attend meetings, support fundraisers. (4) Keystone Business Consulting, LLC / DBA Keystone B.E.S.T. Solutions; 7055 . Bell Rd, Ste 12, Glendale, AZ 86308; Not investment related; Education focus on Business consulting, Estate Preparation, Social Security Fundamentals and Tax Planning; 50% Owner with Pamela Prine; Start 9/18/2024; 20 hours /month during trading
CRS (Client Relationship Summary) - RIA
Click below to view Kimberle Marie Dyer'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®
NoneExperience
Current
January 7, 2014 - Present
J. W. COLE ADVISORS, INC.
Office #1: 7055 W. Bell Rd Ste 12, Glendale, AZ 85308RIA
CRD#: 112294
GLENDALE, AZ
Current
January 7, 2014 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 7055 West Bell Road Suite 12, Glendale, AZ 85308BD
CRD#: 124583
Glendale, AZ
Past
February 15, 2005 - January 13, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
BILLINGS, MT
Past
November 17, 2004 - January 10, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
BILLINGS, MT
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 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
Arizona(1/7/2014)
IAR
Arizona(1/2/2015)
RR
California(6/6/2024)
RR
Colorado(1/7/2014)
RR
Montana(1/7/2014)
RR
Nebraska(3/27/2023)
RR
Texas(8/22/2019)
IAR
Texas(10/22/2025)
RR
Washington(5/23/2017)
RR
Wisconsin(1/14/2025)
RR
Wyoming(1/7/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
