Kimberly Hinton Loftin
Investment adviser representative at Osaic Institutions, Inc.
20 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 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 fee
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
20 years in the industry.
- Osaic Institutions, Inc.Apr 2026 to now
- Hometrust BankApr 2026 to now
- Thrivent FinancialOct 2023 to Apr 2026
- Thrivent Investment Management IncSep 2023 to Apr 2026
- First Citizens BankJan 2022 to Aug 2023
- First Citizens Investor ServicesJan 2022 to Aug 2023
- Principal Life Insurance CompanyMay 2019 to Jan 2022
- Principal Securities IncMay 2019 to Jan 2022
- UnemployedDec 2018 to May 2019
- Edward JonesApr 2018 to Dec 2018
- First Federal BankSep 2006 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6939337
- Firm CRD
- 35371