Unclaimed Profile

Bruce Martin Kimball

ADVANCED FINANCIAL PLANNING, L.P.·ARLINGTON, Texas

SIE, Series 6, Series 7, Series 63, Series 6625 years registeredADVANCED FINANCIAL PLANNING, L.P.

1720 OAK VILLAGE BLVD. SUITE 100, ARLINGTON, TX 76017CRD# 2576920Firm CRD# 111949

Profile Verification

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

Identity

Bruce Martin Kimball · ARLINGTON, TX

Registration

CRD #2576920 · ADVANCED FINANCIAL PLANNING, L.P. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVANCED FINANCIAL PLANNING, L.P.

AMERIPRISE FINANCIAL SERVICES, LLC

Jun 2022 – Dec 2024

Arlington, TX

GENEOS WEALTH MANAGEMENT, INC.

Mar 2012 – Jun 2022

ARLINGTON, TX

ADVANCED FINANCIAL PLANNING, L.P.

Jun 2001 – Jun 2012

ARLINGTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · June 6, 2001

Years registered · 25

Disclosure History

2013Customer Dispute·Settled

2011Customer Dispute·Settled

2010Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ADVANCED FINANCIAL PLANNING, L.P.

CRD 111949 · SEC 801-64251

AUM

$56M

Regulatory assets under management

Employees

872 client accounts

Services offered by ADVANCED FINANCIAL PLANNING, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other advisory services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVANCED FINANCIAL PLANNING, L.P. →

Introduction

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Frequently Asked Questions

What services does Bruce Martin Kimball offer?

Bruce Martin Kimball specializes in Financial Planning, Investment Management.

What are Bruce Martin Kimball's credentials?

Bruce Martin Kimball is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Martin Kimball located?

Bruce Martin Kimball is based in ARLINGTON, Texas, last registered with ADVANCED FINANCIAL PLANNING, L.P..

How does Bruce Martin Kimball charge for services?

Bruce Martin Kimball's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANCED FINANCIAL PLANNING, L.P.?

ADVANCED FINANCIAL PLANNING, L.P. has approximately 6 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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