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Kimberly Rene' Newsome

TEEPLE WEALTH MANAGEMENT, LLC·BROWNSBURG, Indiana
Series 65Clean record5 years registeredTEEPLE WEALTH MANAGEMENT, LLC
111 EAST MAIN STREET, BROWNSBURG, IN 46112CRD# 7411781Firm CRD# 147676

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Rene' Newsome · BROWNSBURG, IN
Registration
CRD #7411781 · TEEPLE WEALTH MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 21, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TEEPLE WEALTH MANAGEMENT, LLC
CRD 147676 · SEC 801-124740
AUM
$170M
Regulatory assets under management
Employees
11
1,559 client accounts
Services offered by TEEPLE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TEEPLE WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Rene' Newsome offer?
Kimberly Rene' Newsome specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROWNSBURG, Indiana for a consultation.
What are Kimberly Rene' Newsome's credentials?
Kimberly Rene' Newsome is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Rene' Newsome located?
Kimberly Rene' Newsome is based in BROWNSBURG, Indiana, working with TEEPLE WEALTH MANAGEMENT, LLC. Their office serves clients in the BROWNSBURG metropolitan area and surrounding communities.
How does Kimberly Rene' Newsome charge for services?
Kimberly Rene' Newsome'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 TEEPLE WEALTH MANAGEMENT, LLC?
TEEPLE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEEPLE WEALTH MANAGEMENT, LLC

Matthew Joel Teeple
BROWNSBURG, IN
Matthew Tyler Snyder
BROWNSBURG, IN
Timothy Alan Dukeman
BROWNSBURG, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
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City Guides
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Research
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