Kamron Les Kimball
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
22 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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
Experience
22 years in the industry.
- Pces AthleticsNov 2025 to now
- Kimball KorpOct 2021 to now
- United Planners' Financial Services of America A Limited PartnerAug 2017 to now
- Kimball Financial PaJun 2014 to now
- Kamron KimballJan 2012 to now
- United Planners Financial ServicesJun 2008 to now
- Bessey InsuranceMar 2020 to Mar 2025
- Weber Ins Rumford-advantageMar 2020 to Mar 2025
- Weber Insurance FarmingtonMar 2020 to Mar 2025
- Weber Insurance Livermore FallsMar 2020 to Mar 2025
- Guilford Sangerville Water DistrictJun 2016 to Aug 2020
- Maine Highlands FcuJun 2016 to Aug 2020
- Chretien Tyler InsuranceJan 2015 to Aug 2017
- Kimball Insurance/weber InsuranceAug 2004 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (ME).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 4818836
- Firm CRD
- 20804