Matthew Kimberly
Investment adviser representative at Planmember Securities Corporation
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm 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 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
10 years in the industry.
- Matthew Kimberly (self Employed)Apr 2021 to now
- 1st Responder Financial AdvisorsAug 2020 to now
- Planmember Securities CorporationAug 2020 to now
- Edward JonesJun 2020 to Jul 2020
- Edward JonesJun 2019 to May 2020
- Full Time StudentOct 2018 to May 2019
- S&s Wholesale ConsultingMay 2018 to Sep 2018
- Full Time StudentSep 2017 to Apr 2018
- Brunswick CompaniesMay 2017 to Aug 2017
- Full Time StudentOct 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7110553
- Firm CRD
- 11869