Unclaimed Profile

Kimberly Ann Englehart

COMMERCE BROKERAGE SERVICES, INC.·CLAYTON, Missouri

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record10 years registeredCOMMERCE BROKERAGE SERVICES, INC.

8000 FORSYTH, CLAYTON, MO 63105CRD# 1513928Firm CRD# 17140

Profile Verification

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

Identity

Kimberly Ann Englehart · CLAYTON, MO

Registration

CRD #1513928 · COMMERCE BROKERAGE SERVICES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMMERCE BROKERAGE SERVICES, INC.

COMMERCE BROKERAGE SERVICES, INC

Nov 2015 – Dec 2023

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · November 6, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMMERCE BROKERAGE SERVICES, INC.

CRD 17140 · SEC 801-66509

AUM

$650M

Regulatory assets under management

Employees

3,570 client accounts

Services offered by COMMERCE BROKERAGE SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMMERCE BROKERAGE SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Ann Englehart offer?

Kimberly Ann Englehart specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Kimberly Ann Englehart's credentials?

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

Where is Kimberly Ann Englehart located?

Kimberly Ann Englehart is based in CLAYTON, Missouri, last registered with COMMERCE BROKERAGE SERVICES, INC..

How does Kimberly Ann Englehart charge for services?

Kimberly Ann Englehart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMERCE BROKERAGE SERVICES, INC.?

COMMERCE BROKERAGE SERVICES, INC. has approximately 37 employees and manages $650M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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