Kimberly S. Obetts
CFP®
Licenses
- Securities Registrations 7, 65, 63, 24 held with LPL Financial
- CRD Number 2662767
- Investment products and services only available to residents of the state of Michigan (MI) and Florida (FL)
- Michigan Accident, Health, Life, & Variable Contracts License
- State License Number 0147267
- I am licensed to sell insurance products in the following states, Michigan (MI) and Florida (FL)
- CERTIFIED FINANCIAL PLANNERTM practitioner, CFP Board ID # 106761
Education
- CERTIFIED FINANCIAL PLANNERTM practitioner, College for Financial Planning
- Certified Retirement Planning Counselor, College for Financial Planning
- Investment Management & Personal Trust Sales School, Cannon Financial Institute
Experience
- Towne & Country Investment Services, established September 2005
- Comerica Bank, Wealth Management, AVP, September 2004 - July 2005
- Huntington National Bank/FMB, Investment Officer, AVP, May 1985 - July 2004
Professional Associations
- Allendale Planning Commissioner finished term August 2010
- Coopersville Chamber of Commerce, Member
Phone
616.997.1610
E-mail
kim.obetts@lpl.com