Advisor at KSQ Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KSQ Financial Services LLC
Location
Halifax, MA
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
32 years
Kimberly Quinn is a CFP® with 32 years of experience in the financial services industry. She is the principal of KSQ Financial Services LLC, an independent firm she founded in 2024. Prior to establishing KSQ, she held roles at Catalyst Investment Management LLC and LPL Financial, among others. KSQ Financial Services LLC provides discretionary and non-discretionary asset management, financial planning, and consultation services to individual and high-net-worth clients. The firm builds portfolios based on clients’ goals, time horizons, and risk tolerances, using both fundamental and technical analysis, and offers customized financial plans along with quarterly account reviews for rebalancing and tax-loss harvesting.
Based on KSQ Financial Services LLC
1.0% annually
$250 per hour
Halifax, MA
Massachusetts
INstacart
2025 - Present (1 year)
KSQ Financial Services LLC
2024 - Present (2 years)
Catalyst Investment Management LLC
2019 - 2025 (6 years)
LPL Financial, llc
2016 - 2019 (3 years)
Coastal Capital Group, Inc.
2015 - 2016 (1 year)
LPL Financial, llc
2015 - 2019 (4 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
Bridgewater, MA
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CFP®, Series 65, Series 66
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Trilogy Advisors
CFP®, Series 63, Series 65
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Laguna Investment Services
CFA®, Series 63
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Client Priority Financial Advisors LLC
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