Unclaimed Profile

Kimberly Ann Halkett

CHERRY HILLS INVESTMENT ADVISORS, INC.·GREENWOOD VILLAGE, Colorado

SIE, Series 6, Series 7, Series 24, Series 66Clean record18 years registeredCHERRY HILLS INVESTMENT ADVISORS, INC.

8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO 80111CRD# 2637577Firm CRD# 171882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Ann Halkett · GREENWOOD VILLAGE, CO

Registration

CRD #2637577 · CHERRY HILLS INVESTMENT ADVISORS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHERRY HILLS INVESTMENT ADVISORS, INC.

LPL FINANCIAL LLC

Mar 2016 – Jan 2017

DENVER, CO

CURIAN CAPITAL, LLC

Apr 2014 – Aug 2014

DENVER, CO

J.P. MORGAN SECURITIES LLC

Mar 2013 – Apr 2014

DENVER, CO

GENEOS WEALTH MANAGEMENT, INC.

Dec 2007 – Jan 2013

CENTENNIAL, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · December 12, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY HILLS INVESTMENT ADVISORS, INC.

CRD 171882 · SEC 801-79961

AUM

$193M

Regulatory assets under management

Employees

924 client accounts

Services offered by CHERRY HILLS INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHERRY HILLS INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Ann Halkett offer?

Kimberly Ann Halkett specializes in Financial Planning, Investment Management.

What are Kimberly Ann Halkett's credentials?

Kimberly Ann Halkett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Ann Halkett located?

Kimberly Ann Halkett is based in GREENWOOD VILLAGE, Colorado, last registered with CHERRY HILLS INVESTMENT ADVISORS, INC..

How does Kimberly Ann Halkett charge for services?

Kimberly Ann Halkett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHERRY HILLS INVESTMENT ADVISORS, INC.?

CHERRY HILLS INVESTMENT ADVISORS, INC. has approximately 4 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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