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Kimberly Margelofsky

Kimberly Margelofsky

LPL Registered Administrative Associate

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Kimberly has been working in the financial industry for more than eleven years. She is an integral part of the Elite Wealth Planners, LLC team. She supports our goal of helping clients pursue their comprehensive planning goals by serving clients needs efficiently and in a timely manner. Kim holds securities registrations 7, 63 and 65 through LPL Financial along with life and health insurance licenses.

Kim is from Oakfield and currently lives in the Fond du Lac area with her husband, Christopher, and their two daughters. Kim enjoys being a dedicated mother, sewing, camping, fishing, singing and spending time with her family and friends.

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