Kimberly Rene' Newsome
Investment adviser representative at Teeple Snyder Newsome Wealth & Tax Management
15 yearsExperience
2 statesRegistered in
$287MFirm assets
4 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
Experience
15 years in the industry.
- Teeple Snyder Newsome Wealth & Tax ManagementJul 2021 to now
- Teeple Wealth Management, LLCMar 2021 to now
- Fitcount LLCJan 2020 to now
- Unbridled Capital Llc/koa Management CompanyFeb 2011 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
Teeple Snyder Newsome Wealth & Tax Management
Legal name: Teeple Wealth Management, LLC
$287MAssets managed
606Clients
12Advisers
4 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
- 7411781
- Firm CRD
- 147676