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Kimberly Berkebile Wells

FOCUSSHARES, LLC·ST. LOUIS, Missouri
Unclaimed Profile
700 MARYVILLE CENTRE DRIVE, ST. LOUIS, MO 63141CRD# 4188578Firm CRD# 144970
01

About

Kimberly Berkebile Wells is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with FOCUSSHARES, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
FOCUSSHARES, LLC
FOCUSSHARES, LLC
AUM
$102M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FOCUSSHARES, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4188578
Firm CRD# 144970
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Berkebile Wells offer?
Kimberly Berkebile Wells specializes in Investment Management, Fee-Only Advisory. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Kimberly Berkebile Wells's credentials?
Kimberly Berkebile Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Berkebile Wells located?
Kimberly Berkebile Wells is based in ST. LOUIS, Missouri, working with FOCUSSHARES, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Kimberly Berkebile Wells charge for services?
Kimberly Berkebile Wells'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 FOCUSSHARES, LLC?
FOCUSSHARES, LLC has approximately 1 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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