Kimmie Moehring (CDFA, CFP®)

Kimmie Moehring focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Kimmie believes in the importance of collaboration and communication. As a financial advisor, she loves being part of a team that works strategically with clients to help make the best financial decisions for their values and lifestyle alongside opportunities to plan for retirement, tax strategies and estate planning.

With a background in education, coaching, and client service, Kimmie Moehring has always had the desire to be part of a team focused on helping people to reach their goals. After working on the client service side and studying personal financial management, it was clear that the financial planning industry fit well with her skills, passions, and knowledge. As a Certified Divorce Financial Analyst® professional, Kimmie enjoys working with clients through major life transitions and helping them better understand the financial aspects of the divorce process.

Additional Information

As a native of Minnesota, Kimmie has a love of the outdoors, and she has learned to enjoy each season, especially any day that she gets to spend on or near the beautiful lakes. Kimmie loves to spend her free time playing volleyball, tennis, and pickleball and spending quality time with friends and her family brings her great joy.

Kimmie is involved in athletics at her alma mater, Minnetonka High School, and is an active member of her church where she participates in Bible studies and mentoring.

NAPFA Start Date

March 26, 2021


This Office

3300 Edinborough Way Ste 610 Edina, MN 55435-5962 Phone: (952) 885-9088 Fax: (952) 887-2949