Kimberly Kay Anderson
Investment adviser representative at Planmember Securities Corporation
22 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
Are you Kimberly Kay Anderson? 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 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
22 years in the industry.
- Forrest T Jones & Co dba Ftj AdvisorsNov 2023 to now
- Planmember Securities CorporationNov 2019 to now
- Fidelity Security Life Insurance Co.Jun 2004 to now
- National Pension & Group Consultants, Inc.Apr 2006 to Nov 2019
- Forrest T. Jones & Co, Inc. dba Ftj Retirement AdvisorsJun 2004 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (SD).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 5134007
- Firm CRD
- 11869