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KF

Kimberly J. Feul

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CRD#: 5007507
KF

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.

Kimberly Joy Feul, who also goes by Feul Joy Kimberly, Feul Kimberly, Kimberly Joy Sovik-siemens, Kimberly J Sovik-siemens, was a registered financial professional .

Kimberly is a previously registered financial professional and started their career in finance in 2005. Kimberly had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Feul Joy Kimberly | Feul Kimberly | Kimberly Joy Sovik-Siemens | Kimberly J Sovik-Siemens

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

February 7, 2020 - November 15, 2021

ARENA ADVISORS LLC

RIA
CRD#: 304955
DENVER, CO
Past

June 16, 2017 - April 11, 2018

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
DENVER, CO
Past

January 23, 2017 - April 11, 2018

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

January 23, 2017 - April 11, 2018

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
DENVER, CO
Past

January 23, 2017 - April 11, 2018

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

January 23, 2017 - April 11, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

June 3, 2009 - January 3, 2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

April 17, 2009 - June 1, 2009

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
ST PAUL, MN
Past

June 7, 2006 - June 24, 2008

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
GREENSBORO, NC
Past

August 22, 2005 - June 7, 2006

OSAIC FS, INC.

BD
CRD#: 3870
GREENSBORO, NC

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/15/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AA
ARENA ADVISORS LLC
ARENA ADVISORS LLC

CRD#: 304955 / SEC#:

Colorado
Registered Investment Advisory firm - (1/9/2020 Approved)
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Contact information


Main Address
San Jose, CA
Mailing Address
Phone number
(303) 264-4536
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 175,000

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


ARENA ADVISORS LLC

CRD#: 304955

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