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Detailed Report
KIMBERLY MARIE MCDANIELS
KIMBERLY MARIE AMENTROUT, KIMBERLY MARIE ARMENTROUT
CRD#: 5801755
IA
Investment Adviser
B
Previous Broker
CREATIVE PLANNINGCRD#: 105348 1127 S 2nd Ave, Suite A
Walla Walla, WA 99362
Registration History
2010201220142016201820202022202420262 FIRMS2010 - 2011 (1 year)IACREATIVE PLANNING (CRD# 105348)2024 - Present (<1 year)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2012 - 2024 (12 years)IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2017 - 2024 (6 years)IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2012 - 2013 (1 year)
License(s)

State Registrations

IA
Washington 11/4/2024
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
1127 S 2nd Ave, Suite A, Walla Walla, WA 99362
Registered with this firm since 11/4/2024
Previous Registration(s)
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 11/06/2017 - 10/31/2024 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) WALLA WALLA, WA
B
 01/09/2012 - 10/31/2024 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) WALLA WALLA, WA
IA
 01/11/2012 - 02/04/2013 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) WALLA WALLA, WA
IA
 09/27/2010 - 12/12/2011 EDWARD JONES (CRD#:250) COLLEGE PLACE, WA
B
 09/13/2010 - 12/12/2011 EDWARD JONES (CRD#:250) COLLEGE PLACE, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.