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Stephanie Kimak

UNIFY WEALTH MANAGEMENT LLC
Fort Collins, CO 80524
Some features on this profile are disabled
CRD#: 6554691
SK

Professional summary

Stephanie Kimak is a registered financial advisor currently at UNIFY WEALTH MANAGEMENT LLC located in Fort Collins, Colorado.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephanie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
MS. KIMAK IS ENGAGED IN THE FOLLOWING OUTSIDE BUSINESS ACTIVITIES: UNIFY CPAS, EMPLOYED AS AN ACCOUNTANT PROVIDING ACCOUNTING AND TAX SERVICES SINCE 1999. MS. KIMAK IS ALSO A SHAREHOLDER IN UNIFY CPAS. SHE DEVOTES APPROXIMATELY 120 HOURS A MONTH DURING NORMAL TRADING HOURS IN THIS ACTIVITY. UNIFY LLC PROVIDES PAYROLL SERVICES. MS. KIMAK IS A MEMBER AND SPENDS APPROXIMATELY 20 HOURS A MONTH DURING TRADING HOURS IN ITS OPERATIONS. MS. KIMAK ALSO IS A MMBER IN TWO NON-INVESTMENT RELATED COMPANIES HOLDING RENTAL COMMERICAL AND RESIDENTIAL PROPERTY, PICKLE JUICE LLC AND SPICY MEATBALLS, LLC. SHE SPENDS LITTLE TO NO TIME DURING NORMAL TRADING HOURS IN THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Kimak'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 21, 2015 - Present

UNIFY WEALTH MANAGEMENT LLC

Office #1: 185 N College Avenue 2nd Floor, Fort Collins, CO 80524
RIA
CRD#: 277063
Fort Collins, CO

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
Colorado
(10/21/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2015
Uniform Investment Adviser Law Examination

Current Firm

UW
UNIFY WEALTH MANAGEMENT LLC
FRY, DAVID | UNIFY WEALTH MANAGEMENT, LLC | UNIFY WEALTH MANAGEMENT LLC

CRD#: 277063 / SEC#:

Colorado
Registered Investment Advisory firm - (10/16/2015 Approved)
Texas
Registered Investment Advisory firm - (2/5/2021 Conditional Restricted)
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Contact information

Main Address
185 N College Avenue 2nd Floor, Fort Collins, CO 80524
Mailing Address
Phone number
(970) 484-9655
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts270
AUM (Assets Under Management)$ 48,413,350

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.

Company Information

UNIFY WEALTH MANAGEMENT LLC

CRD#: 277063Fort Collins, CO 80524

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