Kimberly Michelle Bolton
Investment adviser representative at Yfp Wealth
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$53.2MFirm 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 assetsFixed 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
10 years in the industry.
- Yfp WealthFeb 2023 to now
- Your Financial PharmacistJan 2020 to now
- The University of AlabamaJun 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (AL, OH, TX).
Yfp Wealth
Legal name: Your Financial Pharmacist Planning, LLC
$53.2MAssets managed
232Clients
3Advisers
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
- 7334456
- Firm CRD
- 282918