Kimberly A. Houston

INNERMOST WEALTH MANAGEMENT

TROY, MI

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CRD#: 5924844

Professional summary

Kimberly Ann Houston, CFP® is a registered financial advisor currently at INNERMOST WEALTH MANAGEMENT, LLC located in Troy, Michigan.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kimberly has worked at 9 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Ann Houston'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®

CFP^®

CRD#: 6694

FENTON, MI

Past

January 23, 2018 - January 31, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

SOUTHFIELD, MI

Past

January 23, 2018 - January 31, 2020

LPL FINANCIAL LLC

CRD#: 6413

SOUTHFIELD, MI

Past

October 8, 2015 - May 5, 2017

REHMANN WEALTH

RIA

CRD#: 123047

Troy, MI

Past

July 16, 2014 - May 10, 2017

OSAIC WEALTH, INC.

CRD#: 23131

TROY, MI

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

Michigan
(7/9/2025)

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: 3/2/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/25/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2014

General Securities Representative Examination

Current Firm

INNERMOST WEALTH MANAGEMENT, LLC

CRD#: 333719 / SEC#:

Michigan

Registered Investment Advisory firm - (5/6/2025 Approved)

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Contact information

Main Address

Troy, MI

Mailing Address

Phone number

(248) 270-2877

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kimberly A. Houston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Ann Houston's CRS (Customer Relationship Summary).

Certified licenses

Experience

NECTARINE

ORIGIN INVESTMENT ADVISORY LLC

KAYDAN WEALTH MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

REHMANN WEALTH

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2015

Series 7TO

Date: 3/25/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2014

Current Firm

INNERMOST WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

INNERMOST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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