Kimberly Dawn Hilton
Investment adviser representative at Osaic Wealth, Inc.
18 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Kimberly Dawn Hilton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America Advisors, Inc.Nov 2020 to Jun 2024
- Securities America, Inc.Nov 2020 to Jun 2024
- Arbor Point AdvisorsNov 2020 to Apr 2022
- Kms Financial Services, IncApr 2008 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OR).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444973
- Firm CRD
- 23131