AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KN

Kimberly E. Nielsen

CHAMPLAIN ADVISORS
CHRISTIANSTED TOWN, VI 00820
Some features on this profile are disabled
CRD#: 4975790
KN

Professional summary

Kimberly Evers Nielsen, who also goes by Kimberly Joy Evers Ms., Kimberly Joy Evers, Kimberly Evers Nielsen, is a registered financial professional currently at CHAMPLAIN ADVISORS, LLC located in Christiansted Town, .

Kimberly is registered as a RR (Registered Representative) and started their career in finance in 2006. Kimberly has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 86, Series 87, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kimberly Joy Evers Ms. | Kimberly Joy Evers | Kimberly Evers Nielsen

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) - BD

Click below to view Kimberly Evers Nielsen'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

January 19, 2026 - Present

CHAMPLAIN ADVISORS, LLC

Office #1: No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
BD
CRD#: 129560
CHRISTIANSTED TOWN, VI
Past

December 21, 2009 - January 17, 2014

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 22, 2006 - August 13, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

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

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
Connecticut
(1/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/23/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/17/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/18/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 2/16/2010
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 1/25/2010
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 3
Date: 10/2/2006
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/7/2026
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CHAMPLAIN ADVISORS, LLC
CHAMPLAIN ADVISORS, LLC

CRD#: 129560 / SEC#: , 8-66233

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
Mailing Address
P.o. Box 24290, Christiansted, VI 00824-0290
Phone number
(212) 686-7949
Established
Delaware since 05/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CRIKELAIR, TERENCE MICHAELMEMBER, CHIEF COMPLIANCE OFFICER2804253
CRIKELAIR, ANDREA EVERSMEMBER3129406

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

CHAMPLAIN ADVISORS, LLC

CRD#: 129560Christiansted Town, VI 00820

TRUST BUT VERIFY

Monitor Kimberly Nielsen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

LC
Lawana CooperAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
PR
WEEHAWKEN, NJ
AC
Andrew CrockAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
NORTH OLMSTED, OH
JN
John NguyenAdvisorCheck Check Mark
MONEY CONCEPTS CAPITAL CORP
IAR
RR
Placentia, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.