Investment adviser representative · Cerity Partners LLC
Kimberly L. Curtis
CRD 2231492 · Denver, CO
At a glance
Kimberly L. Curtis is an investment adviser representative with Cerity Partners LLC in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kimberly’s SEC record dates to 1999, about 27 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Cerity Partners LLCSince April 2024Denver, CO · $162B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kimberly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.