Kimberly Ann Atchley
Investment adviser representative at Guidestone Advisors
28 yearsExperience
1 stateRegistered in
$2BFirm assets
17 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Guidestone AdvisorsFeb 2019 to now
- Guidestone Financial ResourcesJan 2019 to now
- Wells Nelson & Associates, LLCMay 2017 to Jan 2019
- Taylor Stephens, IncJan 1998 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Guidestone Advisors
Legal name: Guidestone Advisors, LLC
$2BAssets managed
2,089Clients
25Advisers
17 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
- 6335942
- Firm CRD
- 149624