Unclaimed Profile

Kimberly Tillotson Fleming

HEFREN-TILLOTSON, INC.·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 24, Series 63CFAClean record29 years registeredHEFREN-TILLOTSON, INC.

308 SEVENTH AVE, PITTSBURGH, PA 15222CRD# 871264Firm CRD# 53

Profile Verification

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

Identity

Kimberly Tillotson Fleming · PITTSBURGH, PA

Registration

CRD #871264 · HEFREN-TILLOTSON, INC. · 29 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Oct 2022 – present

HEFREN-TILLOTSON, INC.

Jul 1997 – Oct 2022

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 29, 1997

Years registered · 29

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEFREN-TILLOTSON, INC.

CRD 53 · SEC 801-55083

AUM

$12.4B

Regulatory assets under management

Employees

273

30,861 client accounts

Services offered by HEFREN-TILLOTSON, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEFREN-TILLOTSON, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Tillotson Fleming offer?

Kimberly Tillotson Fleming specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Kimberly Tillotson Fleming's credentials?

Kimberly Tillotson Fleming holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kimberly Tillotson Fleming located?

Kimberly Tillotson Fleming is based in PITTSBURGH, Pennsylvania, working with HEFREN-TILLOTSON, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Kimberly Tillotson Fleming charge for services?

Kimberly Tillotson Fleming's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEFREN-TILLOTSON, INC.?

HEFREN-TILLOTSON, INC. has approximately 273 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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