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Kimberly Diane Russo

SFC FINANCIAL LLC·SUNSET HILLS, Missouri
Clean recordSFC FINANCIAL LLC
3890 S. LINDBERGH BLVD, SUNSET HILLS, MO 63127-1391CRD# 4743623Firm CRD# 129817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Diane Russo · SUNSET HILLS, MO
Registration
CRD #4743623 · SFC FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Diane Russo is a registered financial advisor based in SUNSET HILLS, Missouri, affiliated with SFC FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
SFC FINANCIAL LLC
SFC FINANCIAL LLC
AUM
$162M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SFC FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4743623
Firm CRD# 129817
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Diane Russo offer?
Kimberly Diane Russo specializes in Financial Planning, Investment Management. Contact their office in SUNSET HILLS, Missouri for a consultation.
What are Kimberly Diane Russo's credentials?
Kimberly Diane Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Diane Russo located?
Kimberly Diane Russo is based in SUNSET HILLS, Missouri, working with SFC FINANCIAL LLC. Their office serves clients in the SUNSET HILLS metropolitan area and surrounding communities.
How does Kimberly Diane Russo charge for services?
Kimberly Diane Russo'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 SFC FINANCIAL LLC?
SFC FINANCIAL LLC has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SFC FINANCIAL LLC

David Patrick Smith
ST. LOUIS, MO
Earl Wade Swink
SUNSET HILLS, MO
Jacob Victor Potter
SUNSET HILLS, MO
Kenneth Allen Coplen
SUNSET HILLS, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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