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Kim Marie Bolden

FINANCIAL MANAGEMENT STRATEGIES, INC.·VALLEY VIEW, Ohio
FINANCIAL 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.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kim Marie Bolden is a registered financial advisor based in VALLEY VIEW, Ohio, affiliated with FINANCIAL MANAGEMENT STRATEGIES, INC.. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FINANCIAL MANAGEMENT STRATEGIES, INC.
FINANCIAL MANAGEMENT STRATEGIES, INC.
AUM
$542M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at FINANCIAL MANAGEMENT STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1048575
Firm CRD# 120818
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kim Marie Bolden offer?
Kim Marie Bolden specializes in Financial Planning, Investment Management. Contact their office in VALLEY VIEW, Ohio for a consultation.
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, working with FINANCIAL MANAGEMENT STRATEGIES, INC.. Their office serves clients in the VALLEY VIEW metropolitan area and surrounding communities.
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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Other Advisors at FINANCIAL MANAGEMENT STRATEGIES, INC.

Austin John Linden
BROADVIEW HTS., OH
Carl Joseph Camillo
BROADVIEW HTS., OH
Daniel Joseph Lane
BROADVIEW HTS., OH
Geoffrey Francis Novack
BROADVIEW HTS., OH
Charles Brian Elliott
BROADVIEW HTS., OH
Jeffrey Charles Knox
BROADVIEW HTS., OH

More Advisors in VALLEY VIEW, Ohio

James Sheldon Lineweaver
LINEWEAVER WEALTH ADVISORS, LLC·VALLEY VIEW, OH

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