This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 22, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Oct 22, 1992

First registration

Jan 1, 1999

Dual registered

no

Other names

KIM L WENGLIK

IAPD individual key

2231492

• Occurred

  May 20, 2024
  Advisor changed firm

  Kimberly Louise Curtis left Wealth Legacy Institute, Inc. for Cerity Partners Llc (registered 2024-04-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff18042e-ce6a-ee84-dc66-78a301858c96

First observed

Jan 1, 1999

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.