Kimberly Ann Flynn
Investment adviser representative at Cerity Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.7BFirm assets
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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 feePerformance-based
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
10 years in the industry.
- Cerity Partners LLCJul 2026 to now
- Carson WealthMay 2024 to Jun 2026
- Cwm, LLCMay 2024 to Jun 2026
- Cwm, LLC dba Carson Group HoldingsOct 2022 to Feb 2024
- Cetera Advisor NetworksOct 2022 to Dec 2022
- Pruco Securities, LLC.Nov 2019 to Sep 2022
- Prudential Insurance Company of AmericaNov 2019 to Sep 2022
- Facet WealthJul 2019 to Nov 2019
- Klarity FinancialApr 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 3210741
- Firm CRD
- 151559