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Kimberly Marie Kuhlman

RODGERS BROTHERS, INC.·HARMONY, Pennsylvania
Unclaimed Profile
223 MERCER STREET, HARMONY, PA 16037CRD# 6732247Firm CRD# 16197
01

About

Kimberly Marie Kuhlman is a registered financial advisor based in HARMONY, Pennsylvania, affiliated with RODGERS BROTHERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
RODGERS BROTHERS, INC.
MONONGAHELA CAPITAL MANAGEMENT
AUM
$836M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at RODGERS BROTHERS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6732247
Firm CRD# 16197
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Marie Kuhlman offer?
Kimberly Marie Kuhlman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HARMONY, Pennsylvania for a consultation.
What are Kimberly Marie Kuhlman's credentials?
Kimberly Marie Kuhlman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Marie Kuhlman located?
Kimberly Marie Kuhlman is based in HARMONY, Pennsylvania, working with RODGERS BROTHERS, INC.. Their office serves clients in the HARMONY metropolitan area and surrounding communities.
How does Kimberly Marie Kuhlman charge for services?
Kimberly Marie Kuhlman'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 RODGERS BROTHERS, INC.?
RODGERS BROTHERS, INC. has approximately 14 employees and manages $836M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HARMONY
Gary Rodgers — RODGERS BROTHERS, INC.Mark Rodgers — RODGERS BROTHERS, INC.Michael Carey Rodgers — RODGERS BROTHERS, INC.Denise Ryan Rodgers — RODGERS BROTHERS, INC.Chris Robert Rabenold — RODGERS BROTHERS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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