Kimberly Beth Thomas
Investment adviser representative at Muntz Financial, LLC
11 yearsExperience
1 stateRegistered in
$177.6MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Muntz Financial, LLCSep 2025 to now
- Thrive Capital Management, LLCJun 2024 to Sep 2025
- Creative Wealth Management, LLCMar 2023 to Mar 2024
- Sei Private Trust CompanyApr 2022 to Mar 2023
- Sei Privat Trust CompanyNov 2021 to Apr 2022
- Sei Private Trust CompanyMar 2021 to Nov 2021
- SomaMay 2017 to Nov 2018
- The American College of Financial ServicesJun 2015 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Muntz Financial, LLC
$177.6MAssets managed
99Clients
5Advisers
2 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
- 5648312
- Firm CRD
- 145971