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Kimberly Ann Desempelaere Waldman

STEPHENS CONSULTING, LLC·FLINT, Michigan
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5206 GATEWAY CENTRE, FLINT, MI 48507CRD# 6890428Firm CRD# 308970
01

About

Kimberly Ann Desempelaere Waldman is a registered financial advisor based in FLINT, Michigan, affiliated with STEPHENS CONSULTING, 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
03

Firm Overview

Firm
STEPHENS CONSULTING, LLC
STEPHENS CONSULTING, LLC
AUM
$918M
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6890428
Firm CRD# 308970
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Ann Desempelaere Waldman offer?
Kimberly Ann Desempelaere Waldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FLINT, Michigan for a consultation.
What are Kimberly Ann Desempelaere Waldman's credentials?
Kimberly Ann Desempelaere Waldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Desempelaere Waldman located?
Kimberly Ann Desempelaere Waldman is based in FLINT, Michigan, working with STEPHENS CONSULTING, LLC. Their office serves clients in the FLINT metropolitan area and surrounding communities.
How does Kimberly Ann Desempelaere Waldman charge for services?
Kimberly Ann Desempelaere Waldman'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 STEPHENS CONSULTING, LLC?
STEPHENS CONSULTING, LLC has approximately 22 employees and manages $918M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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