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Kimberly Beth Neely

WEALTH MANAGEMENT RESOURCES, INC.·SMITHFIELD, Rhode Island
SIE, Series 6, Series 7, Series 27, Series 63, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEALTH MANAGEMENT RESOURCES, INC.
CRD 45452 · SEC 801-57281
AUM
$339M
Regulatory assets under management
Employees
10
1,450 client accounts
Services offered by WEALTH MANAGEMENT RESOURCES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 WEALTH MANAGEMENT RESOURCES, INC. →
Introduction

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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
CFP
Scott Everly
SMITHFIELD, RI
ChFC
Alan Stephen Wardyga
N. SMITHFIELD, RI
CFP
Arthur Clayton Everly
SMITHFIELD, RI
ChFC

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