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Kimberly Beth Neely

WEALTH MANAGEMENT RESOURCES, INC.·SMITHFIELD, Rhode Island
Clean recordWEALTH MANAGEMENT RESOURCES, INC.
28 CEDAR SWAMP ROAD, SMITHFIELD, RI 02917CRD# 2045019Firm CRD# 45452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Beth Neely · SMITHFIELD, RI
Registration
CRD #2045019 · WEALTH MANAGEMENT RESOURCES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Beth Neely is a registered financial advisor based in SMITHFIELD, Rhode Island, affiliated with WEALTH MANAGEMENT RESOURCES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WEALTH MANAGEMENT RESOURCES, INC.
WEALTH MANAGEMENT RESOURCES, INC.
AUM
$339M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WEALTH MANAGEMENT RESOURCES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2045019
Firm CRD# 45452
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Beth Neely offer?
Kimberly Beth Neely specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SMITHFIELD, Rhode Island for a consultation.
What are Kimberly Beth Neely's credentials?
Kimberly Beth Neely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Beth Neely located?
Kimberly Beth Neely is based in SMITHFIELD, Rhode Island, working with WEALTH MANAGEMENT RESOURCES, INC.. Their office serves clients in the SMITHFIELD metropolitan area and surrounding communities.
How does Kimberly Beth Neely charge for services?
Kimberly Beth Neely's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT RESOURCES, INC.?
WEALTH MANAGEMENT RESOURCES, INC. has approximately 10 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT RESOURCES, INC.

Alexander Mark Medici
SMITHFIELD, RI
Kevin R Worthley
SMITHFIELD, RI
Alan Stephen Wardyga
N. SMITHFIELD, RI
Arthur Clayton Everly
SMITHFIELD, RI
Scott Everly
SMITHFIELD, RI

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