# KIMBERLY ANN STOLL

KIMBERLY ANN STOLL is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2025-08-01 | present | Yes |
| [WEALTHPLAN PARTNERS, LLC](https://search.stillhousedata.com/firm/305026) | 2020-01-08 | 2025-08-08 | — |
| [WEALTHPLAN PARTNERS](https://search.stillhousedata.com/firm/158935) | 2016-11-04 | 2020-07-10 | — |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2016-09-01 | 2016-10-31 | — |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2009-10-23 | 2016-10-31 | — |
| [FSC SECURITIES CORPORATION](https://search.stillhousedata.com/firm/7461) | 2001-04-10 | 2009-10-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1710448)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1710448.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.