Kimberly Rubenstein, CFP®

Managing Partner, Director of Financial Planning at Undivided Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
St Louis, Missouri, United States, US

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Experience

  • Undivided Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner, Director of Financial Planning
      • May 2018 - Present

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Feb 2009 - Present

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2005 - Feb 2009

  • Covance
    • United States
    • Research Services
    • 700 & Above Employee
    • Program Specialist
      • 2002 - 2003

Education

  • Saint Louis University
    Bachelor of Science (B.S.), Finance, General
    1995 - 1999
  • Visitation Academy
    1992 - 1995

Community

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