Kimberly Legary
AeroLeads people directory · profile

Kimberly Legary Email & Phone Number

Client Services Director at inSOURCE Financial Advisors
Location: Omaha, Nebraska, United States 10 work roles 2 schools
1 work email found @tdameritrade.com 1 phone found area 515 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email k****@tdameritrade.com
Direct phone (515) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
inSOURCE Financial Advisors
Role
Client Services Director
Location
Omaha, Nebraska, United States
Company size
19 employees

Who is Kimberly Legary? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kimberly Legary is listed as Client Services Director at inSOURCE Financial Advisors, a company with 19 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at tdameritrade.com, phone signal with area code 515, and a matched LinkedIn profile for Kimberly Legary.

Kimberly Legary previously worked as Associate Financial Professional at Insource Financial Advisors and Senior Financial Services Associate at Feltz Wealthplan. Kimberly Legary holds Bachelor'S Degree, Fashion Merchandising from Iowa State University.

Company email context

Email format at inSOURCE Financial Advisors

This section adds company-level context without repeating Kimberly Legary's masked contact details.

{first}.{last}@tdameritrade.com
86% confidence

AeroLeads found 1 current-domain work email signal for Kimberly Legary. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Kimberly Legary

Kimberly Legary is a Client Services Director at inSOURCE Financial Advisors. She possess expertise in sales, marketing, leadership, development of promotional materials, negotiation and 14 more skills.

Listed skills include Sales, Marketing, Leadership, Development Of Promotional Materials, and 15 others.

Current workplace

Kimberly Legary's current company

Company context helps verify the profile and gives searchers a useful next step.

inSOURCE Financial Advisors
Insource Financial Advisors
Client Services Director
Omaha, NE, US
Website
insourcecentral.com
Employees
19
AeroLeads page
Company profile
View company profile Email format
10 roles · 33 years

Kimberly Legary work experience

A career timeline built from the work history available for this profile.

Senior Financial Services Associate

Feltz Wealthplan

Omaha, Nebraska, United States

Sep 2020 - Sep 2022

Asset Transfer Services Specialist

Td Ameritrade

Omaha, Nebraska, United States

Apr 2019 - Sep 2020

Investor Services Representative

Td Ameritrade

Omaha, NE

Mar 2018 - Apr 2019

Registered Representative

Nylife Securities Llc

West Des Moines, IA

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Feb 2016 - Mar 2018

Agent

New York Life Insurance Company

4900 University Ave., Ste 225, West Des Moines, IA 50266

Agent licensed to sell insurance through New York Life Insurance Company.

Sep 2015 - Mar 2018

Landscape Designer/Office Manager

Advanced Landscape Solutions, Inc.

Urbandale, Iowa Area

Realtime CAD, 3-D design views and models, created and manage company website, create all promotional materials, manage all digital social media, team and office management, payroll, quickbooks software, word, excel, powerpoint, promotional videos, computer technical support,

Apr 2006 - Sep 2015

Sales Representative

Kraft Foods

Des Moines, Iowa

customer management, product sales, customer service

1996 - 2006 ~10 yrs

Store Manager

Lane Bryant

Des Moines, Iowa

manage all store functions, scheduling, hiring, managed sales team and sales goals.

1993 - 1996 ~3 yrs
Team & coworkers

Colleagues at inSOURCE Financial Advisors

Other employees you can reach at insourcecentral.com. View company contacts for 19 employees →

JL John Loudon John Loudon Colleague at Insource Financial AdvisorsOmaha, Nebraska, United States, United States View → JT John T. Seberger John T. Seberger Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → BK Bret Klabunde Bret Klabunde Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → JJ James Janssen James Janssen Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → SM Susan Marshall Susan Marshall Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → BH Bryan Holen Bryan Holen Colleague at Insource Financial AdvisorsBellevue, Nebraska, United States, United States View → CM Connor Mabry Connor Mabry Colleague at Insource Financial AdvisorsOmaha, Nebraska, United States, United States View → DW Don Wittler Don Wittler Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → JK Julie Koborg Julie Koborg Colleague at Insource Financial AdvisorsOmaha, Nebraska, United States, United States View → JR James R. Christensen, Jr. James R. Christensen, Jr. Colleague at Insource Financial AdvisorsLa Vista, Nebraska, United States, United States View →
2 education records

Kimberly Legary education

Bachelor'S Degree, Fashion Merchandising

Iowa State University

Associate'S Degree, Art/Art Studies, General

Indian Hills Community College

concentration was in art and design

FAQ

Frequently asked questions about Kimberly Legary

Quick answers generated from the profile data available on this page.

What company does Kimberly Legary work for?

Kimberly Legary works for inSOURCE Financial Advisors.

What is Kimberly Legary's role at inSOURCE Financial Advisors?

Kimberly Legary is listed as Client Services Director at inSOURCE Financial Advisors.

What is Kimberly Legary's email address?

AeroLeads has found 1 work email signal at @tdameritrade.com for Kimberly Legary at inSOURCE Financial Advisors.

What is Kimberly Legary's phone number?

AeroLeads has found 1 phone signal(s) with area code 515 for Kimberly Legary at inSOURCE Financial Advisors.

Where is Kimberly Legary based?

Kimberly Legary is based in Omaha, Nebraska, United States while working with inSOURCE Financial Advisors.

What companies has Kimberly Legary worked for?

Kimberly Legary has worked for Insource Financial Advisors, Feltz Wealthplan, Td Ameritrade, Nylife Securities Llc, and New York Life Insurance Company.

Who are Kimberly Legary's colleagues at inSOURCE Financial Advisors?

Kimberly Legary's colleagues at inSOURCE Financial Advisors include John Loudon, John T. Seberger, Bret Klabunde, James Janssen, and Susan Marshall.

How can I contact Kimberly Legary?

You can use AeroLeads to view verified contact signals for Kimberly Legary at inSOURCE Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Kimberly Legary attend?

Kimberly Legary holds Bachelor'S Degree, Fashion Merchandising from Iowa State University.

What skills is Kimberly Legary known for?

Kimberly Legary is listed with skills including Sales, Marketing, Leadership, Development Of Promotional Materials, Negotiation, Social Media Marketing, Microsoft Office, and Account Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.