Adviser and broker representative · United Planners' Financial Services Of America A Limited Partner
Kimberly A. Stoll
CRD 1710448 · Camanche, IA
At a glance
Kimberly A. Stoll is an investment adviser representative with United Planners' Financial Services Of America A Limited Partner in Camanche, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kimberly’s SEC record dates to 2001, about 25 years ago. Kimberly is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- United Planners' Financial Services Of America A Limited PartnerSince August 2025Camanche, IA · $13B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- Yes
- 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
- 5 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 and FINRA BrokerCheck.