Kimberly Lee Sellnow
Investment adviser representative at Raymond James & Associates, Inc.
16 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
16 years in the industry.
- Raymond James Financial ServicesJan 2024 to now
- Raymond James & Associates, Inc.Sep 2021 to now
- Associated Investment Services, Inc.Jan 2018 to Sep 2021
- Kwik Trip #488Nov 2017 to Jul 2018
- Northwestern Mutual Investment Services, LLCOct 2010 to Jan 2018
- Steve H HolterOct 2010 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (WI).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 3128213
- Firm CRD
- 705