Kimberly Weihbrecht
Investment adviser representative at Atwood Financial Planning LLC
11 yearsExperience
2 statesRegistered in
$15.8MFirm assets
5 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.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
11 years in the industry.
- Atwood Financial Planning LLCJan 2020 to now
- U.S. Department of EnergyJan 2017 to now
- Information Millennium Group Inc.Aug 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (DC, VA).
Atwood Financial Planning LLC
$15.8MAssets managed
939Clients
7Advisers
5 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
- 7225274
- Firm CRD
- 288941