Kimberly A. Weaver

COMPASS COACHING AND CONSULTING

TULSA, OK 74136

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CRD#: 6044402

Professional summary

Kimberly A. Weaver is a registered financial advisor currently at COMPASS COACHING AND CONSULTING, LLC located in Tulsa, Oklahoma.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kimberly has worked at 3 firms and has passed the Series 65 exam.

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.

INTERGRITY FINANCIAL SERVICES; INVESTMENT RELATED; 2162 E. 61ST ST., TULSA, OK 74136; INSURANCE AGENCY; LICENSED INSURANCE AGENT; STARTED 04/2021; 40 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly A. Weaver'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®

None

Experience

Current

October 10, 2023 - Present

COMPASS COACHING AND CONSULTING, LLC

Office #1: 2162 E 61st Street, Tulsa, OK 74136

RIA

CRD#: 327213

TULSA, OK

Past

June 8, 2021 - December 31, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

TULSA, OK

Past

January 23, 2017 - April 16, 2021

AMERITRUST INVESTMENT ADVISORS INC

RIA

CRD#: 108589

TULSA, OK

Past

December 21, 2012 - December 31, 2016

AMERITRUST INVESTMENT ADVISORS INC

RIA

CRD#: 108589

TULSA, OK

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

Oklahoma
(10/10/2023)

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 65

Date: 12/20/2012

Uniform Investment Adviser Law Examination

Current Firm

COMPASS COACHING AND CONSULTING, LLC

COMPASS COACHING AND CONSULTING, LLC | INTEGRITY FINANCIAL SERVICES

CRD#: 327213 / SEC#:

Oklahoma

Registered Investment Advisory firm - (10/9/2023 Approved)

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Contact information

Main Address

2162 E 61st, Tulsa, OK 74136

Mailing Address

Phone number

(918) 949-3539

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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. Weaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly A. Weaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS COACHING AND CONSULTING, LLC

BROOKSTONE WEALTH ADVISORS, LLC

AMERITRUST INVESTMENT ADVISORS INC

AMERITRUST INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2012

Current Firm

COMPASS COACHING AND CONSULTING, LLC

Contact information

Documents

Red Flags

Company Information

COMPASS COACHING AND CONSULTING, LLC

TRUST BUT VERIFY

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