Kimberly Teese
Advisor at Edward Jones
Updated today
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Retirement income strategy
General retirement planning
Occupation focus
Founder/Business Owner
Demographic focus
LGBTQIA
Newlywed/Engaged
Work history
Edward Jones
2022 - Present (4 years)
Federal Employee Service Association
2021 - 2022 (1 year)
P and P Distributing
2020 - 2021 (1 year)
Four Key Brothers
2020 - 2020 (1 year)
Cascade Student Transportation
2019 - 2022 (3 years)
Performance Food Service
2018 - 2019 (1 year)
US Foods
2007 - 2018 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Robin R
Series 63, Series 66
Las Cruces, NM
Edward Jones
Clayton B
CFP®, Series 66
Las Cruces, NM
Edward Jones
Nicholas R
Series 63, Series 66
Las Cruces, NM
Merrill
Nicholas Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to building relationships rooted in transparency, trust, and candid advice. Nicholas focuses on understanding clients' full financial pictures and what matters most to them in order to create strategic and flexible financial plans that address life's challenges. Nicholas brings expertise in personalized wealth management strategies, emphasizing meticulous planning tailored to individuals’ unique goals, risk tolerance, time horizons, and liquidity needs. He supports clients in pursuing their financial objectives, including retirement planning, business growth and exit strategies, asset protection, and legacy planning. He also leverages the investment insights of Merrill alongside the concierge banking and lending solutions offered by Bank of America. Nicholas earned a Bachelor's Degree from Saint Leo University and holds the Personal Investment Advisor (PIA) designation. He is a member of the Association of Latino Professionals for America and is fluent in English and Spanish.
Larae H
Series 66
Las Cruces, NM
Edward Jones
Lori A
CFP®, Series 66
Las Cruces, NM
Edward Jones
Ernest C
ChFC®, Series 66
Las Cruces, NM
Edward Jones
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