AdvisorOS Directory
Claim Profile
Unclaimed Profile
KN

Kimberly Rene' Newsome

TEEPLE WEALTH MANAGEMENT, LLC·BROWNSBURG, Indiana
Clean recordTEEPLE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Rene' Newsome is a registered financial advisor based in BROWNSBURG, Indiana, affiliated with TEEPLE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TEEPLE WEALTH MANAGEMENT, LLC
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT
AUM
$170M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at TEEPLE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7411781
Firm CRD# 147676
View on FINRA BrokerCheck →

Looking for a financial advisor in BROWNSBURG?

Browse all registered financial advisors in BROWNSBURG, Indiana or claim this profile if it's yours.

Browse BROWNSBURG AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

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
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile