DFX Intelligence
Kimberly Wickert
unclassified
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Ohio SERS Traditional DB Pension Plan General consultantthrough Jun 18, 2026 Board minutes
What changed
- Ohio School Employees Retirement System (SERS), Board of Trustees selects Kimberly Wickert as general consultantwith Kimberly Wickertohsers.org