Kimberly A. Vesely

NORTHILL AIMS

DALLAS, TX 75248

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CRD#: 5154482

Professional summary

Kimberly Anne Vesely, CFP®, who also goes by Kim Goldsmith, Kimberly Anne Goldsmith, Kimberly Anne-margaret Goldsmith, Kimberly Goldsmith, is a registered financial advisor currently at NORTHILL AIMS, LLC located in Dallas, Texas.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kimberly has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kim Goldsmith | Kimberly Anne Goldsmith | Kimberly Anne-Margaret Goldsmith | Kimberly Goldsmith

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) - RIA

Click below to view Kimberly Anne Vesely's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

January 7, 2026 - Present

NORTHILL AIMS, LLC

Office #1: 7709 Lone Moor Circle, Dallas, TX 75248

RIA

CRD#: 339338

DALLAS, TX

Past

March 14, 2018 - February 18, 2026

FULLCIRCLE WEALTH LLC

RIA

CRD#: 166695

RICHARDSON, TX

Past

September 20, 2016 - April 2, 2024

TRIAD ADVISORS LLC

CRD#: 25803

DALLAS, TX

Past

March 9, 2011 - May 11, 2016

QUEST CAPITAL MANAGEMENT, INC.

RIA

CRD#: 114690

SOMERSET, MA

Past

January 11, 2011 - May 17, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DALLAS, TX

Past

May 6, 2010 - November 19, 2010

COMMERCE WEALTH ADVISERS, LLC

RIA

CRD#: 144449

ATLANTA, GA

Past

May 6, 2010 - November 19, 2010

DEWAAY FINANCIAL NETWORK, LLC

CRD#: 30767

ATLANTA, GA

Past

January 7, 2010 - May 7, 2010

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

FRISCO, TX

Past

March 30, 2009 - May 7, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

FRISCO, TX

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/7/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/5/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2009

General Securities Representative Examination

Current Firm

NORTHILL AIMS, LLC

CRD#: 339338 / SEC#: 801-134901

RIA

Registered Investment Advisory firm - (12/8/2025 120-Day Approval)

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Contact information

Main Address

7709 Lone Moor Circle, Dallas, TX 75248

Mailing Address

Phone number

(972) 480-6202

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (12/16/2025)

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.

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Kimberly A. Vesely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Anne Vesely's CRS (Customer Relationship Summary).

Certified licenses

Experience

FULLCIRCLE WEALTH LLC

TRIAD ADVISORS LLC

QUEST CAPITAL MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

COMMERCE WEALTH ADVISERS, LLC

DEWAAY FINANCIAL NETWORK, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 7/5/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/27/2009

Current Firm

NORTHILL AIMS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NORTHILL AIMS, LLC

TRUST BUT VERIFY

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