Kimberly Mullins Dahnke
Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
19 years in the industry.
- Raymond James Financial Services Advisors, IncJun 2026 to now
- De Jesus & Co. Wealth ManagementJun 2026 to now
- Raymond James Financial Services, Inc.Jun 2026 to now
- Edward JonesMar 2023 to Jun 2026
- Aroundabout Local MediaOct 2021 to Mar 2023
- All Roof SolutionsJan 2019 to Oct 2021
- Rooms To GoNov 2016 to Jan 2019
- Premier DesignsJan 2007 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7704879
- Firm CRD
- 149018