Stifel, Nicolaus & Company
45yrs
Top 1% by experience in Corpus Christi
42yrs
Kim Sheets
Financial advisor at Merrill
Based in Corpus Christi, Texas, Kim Sheets is a fiduciary financial advisor with 42 years of industry experience. Kim joined Merrill in 2025, after 33 years at UBS Financial Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 197 advisors with offices in Corpus Christi, and one of 183 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Texas
Office800 N Shoreline Blvd, Corpus Christi, TX 78401
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowMerrillCurrent firm
- 1992 – 2025UBS Financial Services Inc.Previously
Contact Kim
Local office(361) 883-2600Ask for Kim. (800) 637-7455Main office · New York, NY 800 N Shoreline BlvdCorpus Christi, TX 78401Office · Get directions
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Questions to ask Kim
Tailored to Kim’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kim
How do I contact Kim?
Call Kim’s local office at (361) 883-2600 or the Merrill main office at (800) 637-7455, and ask for Kim Sheets.
How long has Kim been a financial advisor?
Kim has been in the industry since 1984, about 42 years. Top 2% by experience in Texas.
What licenses does Kim hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kim a fiduciary?
Kim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kim paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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