Kimberly Voigt
Investment adviser representative at United Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$406.6MFirm assets
6 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
Experience
10 years in the industry.
- United Wealth Management, LLCSep 2023 to now
- Seven Springs Wealth Group, LLCJan 2022 to Jul 2023
- Paradigm Wealth PartnersMar 2021 to Dec 2021
- UnemployedNov 2020 to Feb 2021
- Frank Reynolds & CompanySep 2019 to Oct 2020
- Embry Riddle Aeronautical UniversityApr 2018 to Aug 2019
- UnemployedDec 2017 to Mar 2018
- Eidex InsightsOct 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
United Wealth Management, LLC
$406.6MAssets managed
257Clients
6Advisers
6 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
- 7170268
- Firm CRD
- 133986