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Kimberly L. Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS

Kimberly L. Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS

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Information

Other Names: Kim L Wenglik, Kimberly Louise Curtis
Firm:
Wealth Legacy Institute, Inc.
Managing Member/Chief Compliance Officer
Type: RIA
Description

Kim is president and CEO of the nationally recognized financial planning firm, Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning in 2010, winning the Editor’s Choice award. This model is the cornerstone ...(see more)

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Answers and Guides

Level 20 Level 20 Contributor 30 Answers and 27 Financial Guides

Top Answers

Answered Sep 13, 2012 near Denver, CO
34 votes
Edwin, depending on your situation, a credit report "freeze" may be appropriate. Placing a "freeze" with each credit bureau (Equifax, Experian, and TransUnion) prevents third parties from accessing your credit score. There may be a small fee associated ...(more)
Answered Oct 12, 2012 near Denver, CO
32 votes
Juanita you do not need an advisor to establish a 401(k) plan. Take a look at www.sharebuilder401k.com which is through ING Direct to get a quote. It is easy, affordable, with quality investments. If your company is a member of Costco an additional ...(more)
Answered Oct 08, 2012 near Denver, CO
31 votes
Yes, I have read this outstanding book, The Trusted Advisor, by David H. Maister, Charles Green and Robert Galford. The client often enters into a relationshp with an advisor with a high state of anxiety. What's worse, the client's caution and trepidation ...(more)
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Top Guides

Educational Summer Reading for College Students

Published Aug 07, 2013
14 votes
Add more books to your summer reading list. For the college student in your life, maybe your son, daughter, niece or nephew, here are a few educational and entertaining reads to keep their minds working ...(more)

Tax Tips for Newlyweds

Published Jul 05, 2013
24 votes
Summer is a popular time for joyous weddings, so congratulations newlyweds! Getting married is not only the joining of homes and families, but taxes as well. Since change in marital status will affect your taxes, ...(more)

Are you Graduating this Spring? Interview Tips to Help you Stand Out From the Crowd

Published Mar 29, 2013
25 votes
What employers look for Well-rounded individuals Employers look for well-rounded individuals who are involved in extracurricular activities. People who have a passion that they have developed. Be able to describe what you have achieved and ...(more)
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*Answers and guides are provided without compensation.

Advisor Information

Articles/Publications

A Picture That Tells a Family's Thousand Words

Kim Curtis and David Berman demonstrate how an organized pictorial depiction- called a genogram- of various factors relating to a family's members, history and interpersonal interactions can greatly aid the family and the planner in the process of family legacy planning.

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Firm Client Types

Individuals
High Net Worth Individuals
Other Investment Advisors
Business Development Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
Wealth Legacy Institute, Inc. 6 years, 8 months Aug 2007 - Present
American Express Financial Advisors Inc. 15 years, 4 months Apr 1992 - Aug 2007
Riversource 15 years, 4 months Apr 1992 - Aug 2007
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 03/31/2011, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
03/31/2011
09/10/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 12/28/1999
Uniform Securities Agent State Law Examination Series 63 10/22/1992
General Securities Representative Examination Series 7 08/24/1992

Advisor Compensation Arrangements

help text
Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.