Unclaimed Profile

Kim Marie Bolden

FINANCIAL MANAGEMENT STRATEGIES, INC.·VALLEY VIEW, Ohio

SIE, Series 7, Series 24, Series 53, Series 63, Series 65Clean record10 years registeredFINANCIAL MANAGEMENT STRATEGIES, INC.

9050 SWEET VALLEY DRIVE, VALLEY VIEW, OH 44125-4220CRD# 1048575Firm CRD# 120818

Profile Verification

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

Identity

Kim Marie Bolden · VALLEY VIEW, OH

Registration

CRD #1048575 · FINANCIAL MANAGEMENT STRATEGIES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL MANAGEMENT STRATEGIES, INC.

ARBOR POINT ADVISORS

Feb 2016 – Jul 2018

PARMA HTS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · February 4, 2016

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

FINANCIAL MANAGEMENT STRATEGIES, INC.

CRD 120818 · SEC 801-66641

AUM

$542M

Regulatory assets under management

Employees

1,666 client accounts

Services offered by FINANCIAL MANAGEMENT STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL MANAGEMENT STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Kim Marie Bolden offer?

Kim Marie Bolden specializes in Financial Planning, Investment Management.

What are Kim Marie Bolden's credentials?

Kim Marie Bolden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kim Marie Bolden located?

Kim Marie Bolden is based in VALLEY VIEW, Ohio, last registered with FINANCIAL MANAGEMENT STRATEGIES, INC..

How does Kim Marie Bolden charge for services?

Kim Marie Bolden'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 FINANCIAL MANAGEMENT STRATEGIES, INC.?

FINANCIAL MANAGEMENT STRATEGIES, INC. has approximately 34 employees and manages $542M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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