Unclaimed Profile

Kimberly Anne Branch

SYMETRA INVESTMENT SERVICES, INC.·BELLEVUE, Washington

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66CFPClean record24 years registeredSYMETRA INVESTMENT SERVICES, INC.

777 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 1935509Firm CRD# 19061

Profile Verification

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

Identity

Kimberly Anne Branch · BELLEVUE, WA

Registration

CRD #1935509 · SYMETRA INVESTMENT SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYMETRA INVESTMENT SERVICES, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

Dec 2015 – May 2024

HOLBROOK, NY

IC ADVISORY SERVICES, INC.

Apr 2014 – Jan 2015

BEDMINSTER, NJ

SYMETRA INVESTMENT SERVICES, INC.

Feb 2012 – Aug 2013

BELLEVUE, WA

NEXT FINANCIAL GROUP, INC.

Dec 2006 – Feb 2012

HOUSTON, TX

AIG FINANCIAL ADVISORS, INC.

Oct 2005 – Dec 2006

HOUSTON, TX

SUNAMERICA SECURITIES, INC.

Feb 2002 – Oct 2005

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · February 4, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

SIGNATOR FINANCIAL SERVICES, INC.

CRD 19061 · SEC 801-66750

AUM

$409M

Regulatory assets under management

Employees

1,166 client accounts

Services offered by SIGNATOR FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIGNATOR FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Anne Branch offer?

Kimberly Anne Branch specializes in Financial Planning, Investment Management.

What are Kimberly Anne Branch's credentials?

Kimberly Anne Branch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kimberly Anne Branch located?

Kimberly Anne Branch is based in BELLEVUE, Washington, last registered with SYMETRA INVESTMENT SERVICES, INC..

How does Kimberly Anne Branch charge for services?

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

How large is SYMETRA INVESTMENT SERVICES, INC.?

SYMETRA INVESTMENT SERVICES, INC. has approximately 73 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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