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Kimberly J

Series 66

Littleton, CO

Commonwealth Financial Network

Kimberly Jestrab Rindt is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has worked previously at D.A. Davidson & Co. and Independent Wealth Strategies. She is also involved in fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Shelby T

CFP®, Series 63, Series 65, Series 66

Littleton, CO

Commonwealth Financial Network

Shelby Trinkino is a CFP® professional with 35 years of industry experience, currently serving at Commonwealth Financial Network since 2013 and also associated with Independent Wealth Strategies since 2022. She holds multiple securities licenses including Series 63, 65, and 66. Outside of her advisory work, Shelby owns a private securities business and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering a range of discretionary model portfolios and program structures to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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