Kerri L. Kimball
Professional summary
Kerri Lynn Kimball, CFP®, who also goes by Kerri L Kimball, is a registered financial advisor currently at APOGEE WEALTH ADVISORS located in Danville, California.
Kerri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kerri has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kerri Lynn Kimball's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
June 9, 2026 - Present
APOGEE WEALTH ADVISORS
February 10, 2020 - August 5, 2026
COMMONWEALTH FINANCIAL NETWORK
February 10, 2020 - August 5, 2026
COMMONWEALTH FINANCIAL NETWORK
March 11, 2013 - February 21, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
March 11, 2013 - February 21, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 28, 2013 - March 11, 2013
COMMONWEALTH FINANCIAL NETWORK
February 1, 2011 - March 11, 2013
COMMONWEALTH FINANCIAL NETWORK
August 27, 2007 - February 3, 2011
MML INVESTORS SERVICES, LLC
August 27, 2007 - February 3, 2011
MML INVESTORS SERVICES, LLC
February 9, 2007 - August 17, 2007
PARK AVENUE SECURITIES LLC
November 28, 2006 - August 17, 2007
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/9/2026)
(6/24/2026)
Exams
Current Firm
APOGEE WEALTH ADVISORS
CRD#: 341202 / SEC#:
Contact information
Red Flags
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