Kim Kovalski
Professional Summary
Kim Kovalski, who also goes by Kim Otis Kovalski, Kim Kovalski, Kim Michelle Otis, is a registered financial advisor currently at MARSHBERRY CAPITAL, LLC. located in Woodmere, Ohio. Kim is registered as a RR (Registered Representative) and started their career in finance in 2009. Kim has worked at 2 firms and has passed the Series 63, Series 66, Series 79TO, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kim Otis Kovalski, Kim Kovalski, Kim Michelle Otis
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.
Contact Information
Main Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122Mailing Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122Phone Number
(440) 354-3230Established
Ohio since 11/24/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (45 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(3/30/2026)
(7/12/2024)
(6/16/2026)
(11/3/2021)
(10/24/2025)
(6/30/2025)
(8/18/2022)
(11/25/2025)
(10/6/2025)
(8/15/2022)
(10/24/2025)
(4/15/2024)
(10/24/2025)
(12/10/2025)
(10/24/2025)
(10/24/2025)
(11/5/2025)
(7/12/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kim Kovalski's CRS (Customer Relationship Summary).
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