Kimberly A. Atchley

GUIDESTONE ADVISORS

Dallas, TX 75244-6152

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CRD#: 6335942

Professional summary

Kimberly Ann Atchley, who also goes by Kimberly Ann Mccreary, Kimberly Ann Zettle, is a registered financial advisor currently at GUIDESTONE ADVISORS located in Dallas, Texas and GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.

Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kimberly has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 52, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly Ann Mccreary | Kimberly Ann Zettle

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.

Jet's Pizza - not investment-related - Pizza delivery & carry-out Address: 1951 FM 423, Frisco, TX 75033 Hourly Employee as of 10/2/2023 - 15 hours a month delivery & restaurant help - 0 hours during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Ann Atchley'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®

None

Experience

Current

February 4, 2019 - Present

GUIDESTONE ADVISORS

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

RIA

CRD#: 149624

Dallas, TX

Current

February 1, 2019 - Present

GUIDESTONE FINANCIAL SERVICES

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

CRD#: 148249

Dallas, TX

Past

July 22, 2017 - January 31, 2019

WELLS NELSON & ASSOCIATES, L.L.C.

CRD#: 104030

Dallas, TX

Past

April 17, 2015 - January 31, 2019

TAYLOR STEPHENS, INC.

RIA

CRD#: 110055

DALLAS, TX

Past

August 4, 2014 - November 9, 2015

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

RIA

CRD#: 124902

IRVING, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GUIDESTONE ADVISORS

GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS

CRD#: 149624 / SEC#: 801-70177

RIA

Registered Investment Advisory firm - (6/1/2009 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(2/1/2019)

IAR

Texas
(2/4/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/25/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/4/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 4/5/2018

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 7/22/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/3/2018

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 5/4/2018

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

GUIDESTONE ADVISORS

GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS

CRD#: 149624 / SEC#: 801-70177

RIA

Registered Investment Advisory firm - (6/1/2009 Approved)

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Contact information

Main Address

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

Mailing Address

Phone number

(214) 720-6486

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUIDESTONE ADVISORS, LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,414
AUM (Assets Under Management)	$ 1,591,991,122

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
01/26/2024	Cover Page	Report
10/28/2022	Cover Page	Report

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. Atchley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GUIDESTONE FINANCIAL SERVICES

WELLS NELSON & ASSOCIATES, L.L.C.

TAYLOR STEPHENS, INC.

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

Primary Firm SEC Registration

GUIDESTONE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/2017

Series 65

Date: 8/4/2014

SIE

Date: 10/1/2018

Series 52

Date: 4/5/2018

Series 7

Date: 7/22/2017

Series 24

Date: 8/3/2018

Series 53

Date: 5/4/2018

FINRA

Current Firm

GUIDESTONE ADVISORS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GUIDESTONE ADVISORS

TRUST BUT VERIFY

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