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Kimberly H
Series 63, Series 65
Lagrande, OR
OSAIC
Kimberly Hilton is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors, Arbor Point Advisors, and Kms Financial Services. Outside of her advisory role, she manages employee benefits through her company, K Hilton, Inc., and is involved in equestrian activities as co-owner of Hilton Stables, where she hosts dressage clinics. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm employs asset-allocation tools and multiple advisory platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.
William H
ChFC®, Series 63, Series 65
Lagrande, OR
OSAIC
William Hermann is a financial advisor with OSAIC who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been with OSAIC since 2024. Prior to joining OSAIC, he worked with Securities America Advisors, Inc. and KMS Financial Services, Inc., and has operated his own business since 1967. In addition to advisory work, he has been involved in life insurance and fixed annuity sales since 1967. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, and institutional entities through an extensive network of affiliated advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, model portfolios, and access to third-party money managers.
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