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