Kimberley Carol Threadgill
Investment adviser representative at Meristead Wealth, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Meristead Wealth, LLCJan 2023 to now
- Bull Run LLCJan 2022 to now
- JPMorgan Chase Bank NASep 2019 to now
- JPMorgan Securities LLCSep 2019 to now
- Morgan StanleyMay 2016 to Sep 2019
- Morgan Stanley Private Bank, National AssociationMay 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 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
- 6649931
- Firm CRD
- 282103