Kimberly Abmeyer has been an investment adviser representative at Ascentis Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Ascentis Wealth Management, LLC is a Dallas, TX firm with $596M under management, 259 clients and 5 advisers in one office, as of its May 2026 filing.
Kimberly Abmeyer’s longest registration was 5 years at J.P. Morgan Securities LLC (2010–2015). Before joining Ascentis Wealth Management in 2025, Kimberly Abmeyer was registered through Org Partners Asset Management and Org Partners.
- Ascentis Asset Management, LLCAlso current– present · 1 yearDallas, TX · Adviser representative · Firm CRD 318126
- – present · 1 yearDallas, TX · Adviser representative · Firm CRD 330923
- Org Partners Asset Management– · under a yearDallas, TX · Adviser representative · Firm CRD 330922
- Org Partners– · 3 yearsDallas, TX · Adviser representative · Firm CRD 312728
- Xo Wealth Management– · 3 yearsDallas, TX · Adviser representative · Firm CRD 281767
- Raymond James & Associates, Inc.– · 2 yearsDallas, TX · Adviser representative · Firm CRD 705
- J.P. Morgan Securities LLC– · 5 yearsDallas, TX · Adviser representative · Firm CRD 79
- RBC Dain Rauscher Inc.– · 2 yearsDallas, TX · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Kimberly Abmeyer is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 18 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 July 2001 |
| Series 7 | General Securities Representative Examination | 6 November 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kimberly T Abmeyer
- CRD
- 4288287
- Firm
- Ascentis Wealth Management · CRD 330923
- Office
- 5001 SPRING VALLEY RD, SUITE 810W, Dallas, TX 75244
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kimberly Abmeyer work?
Kimberly Abmeyer is an investment adviser representative registered through Ascentis Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Abmeyer a financial advisor?
Yes. Kimberly Abmeyer has a current investment-adviser registration in Texas, through Ascentis Wealth Management since February 2025.
How many years of experience does Kimberly Abmeyer have?
Kimberly Abmeyer has 25 years in the financial industry, since December 2000, across 8 adviser firms.
What exams has Kimberly Abmeyer passed?
Kimberly Abmeyer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2000. FINRA credited Kimberly Abmeyer with the SIE, which began in October 2018.
Where did Kimberly Abmeyer work before Ascentis Wealth Management?
Before Ascentis Wealth Management, Kimberly Abmeyer was registered through Xo Wealth Management, September 2018 to February 2022; Raymond James & Associates, Inc., October 2015 to August 2018; J.P. Morgan Securities LLC, March 2010 to October 2015; RBC Dain Rauscher Inc., April 2002 to February 2005.
Where is Kimberly Abmeyer based?
Kimberly Abmeyer’s registered office is in Dallas, TX.
Is Kimberly Abmeyer registered with FINRA?
Yes. Kimberly Abmeyer has a current broker registration, under CRD 4288287.
Source: FINRA BrokerCheck
How can I verify Kimberly Abmeyer’s record?
Search CRD 4288287 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kimberly Abmeyer’s full registration record.
- Michael MansurPresident
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector
- Clinton SorensonChief Investment Officer