Kimberly Terry has been an investment adviser representative at First Affirmative Financial Network since October 2025, and is not listed among the firm’s executive officers or direct owners. Kimberly Terry holds a Bachelor of Arts in Communications from Washington State University.
First Affirmative Financial Network LLC is a Colorado Springs, CO firm with $905M under management, 2,327 clients and 12 advisers across 10 offices, as of its May 2026 filing.
Kimberly Terry is an Investment Advisor Representative of First Affirmative Financial Network, based in the San Francisco Bay Area. She provides portfolio management and financial planning services to families, individuals and businesses, allocating portfolios with a team of managers and then implementing and monitoring them. Her planning covers retirement planning, college funding, insurance review, tax and estate planning and charitable gifting.
Kimberly Terry’s longest registration was 5 years at First Affirmative Financial Network LLC (2017–2022). Before joining First Affirmative Financial Network in 2025, Kimberly Terry was registered through Transformative Wealth Management LLC and Archvest Wealth Advisors, Inc.
- – present · 1 yearColorado Springs, CO · Adviser representative · Firm CRD 109036
- Transformative Wealth Management LLC– · 3 yearsEl Cerrito, CA · Adviser representative · Firm CRD 283660
- – · 5 yearsOakland, CA · Adviser representative · Firm CRD 109036
- Archvest Wealth Advisors, Inc.– · 1 yearWalnut Creek, CA · Adviser representative · Firm CRD 172087
Professional designations
Listed by First Affirmative Financial Network
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Kimberly Terry is registered as an investment adviser representative in California, since October 2025.
- CaliforniaSince 9 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kimberly Sue Terry
- CRD
- 6469223
- Firm
- First Affirmative Financial Network · CRD 109036
- Office
- 5475 Mark Dabling Blvd., Suite 320, Colorado Springs, CO 80918
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- firstaffirmative.com
Where does Kimberly Terry work?
Kimberly Terry is an investment adviser representative registered through First Affirmative Financial Network LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Terry a financial advisor?
Yes. Kimberly Terry has a current investment-adviser registration in California, through First Affirmative Financial Network since October 2025.
How many years of experience does Kimberly Terry have?
Kimberly Terry has 11 years in the financial industry, since July 2015, across 3 adviser firms.
What exams has Kimberly Terry passed?
Kimberly Terry passed the Series 65 in June 2015.
Where did Kimberly Terry work before First Affirmative Financial Network?
Before First Affirmative Financial Network, Kimberly Terry was registered through Transformative Wealth Management LLC, July 2022 to October 2025; Archvest Wealth Advisors, Inc., June 2015 to January 2017.
Where is Kimberly Terry based?
Kimberly Terry’s registered office is in Colorado Springs, CO.
Is Kimberly Terry registered with FINRA?
No. Kimberly Terry has no current broker registration.
Is Kimberly Terry a CFP?
First Affirmative Financial Network lists Kimberly Terry with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kimberly Terry’s record?
Search CRD 6469223 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Terry’s full registration record.
