DB
Dari M. Basore
PINION WEALTH MANAGEMENT
WICHITA, KS 67206
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CRD#: 4500776
DB
Professional summary
Dari Michaela Basore, who also goes by Dari Michaela Reusser, is a registered financial advisor currently at PINION WEALTH MANAGEMENT, LLC located in Wichita, Kansas and PURSHE KAPLAN STERLING INVESTMENTS located in Wichita, Kansas.
Dari is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Dari has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dari Michaela Reusser
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Pinion Insurance Agency, LLC. Investment Related. 1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206. Independent Insurance Agency. Agent. 03/2005. 40 Hrs/Mo; 15 Hrs/Mo During Trading Hours. Insurance Agent. 2. Pinion Investment Advisors, LLC d/b/a Pinion Wealth Management LLC; Investment Related; 1605 N Waterfront Parkway, Ste 200 Wichita, KS 67206; RIA/IAR; 80 hrs/mo; 70 hrs during trading; Investment Advisor Representative. 3. Purshe Kaplan Sterling; Investment Related, 80 State Street, Albany, NY 12207, 10 hrs/mo, 2 during trading hours. Registered Representative
CRS (Client Relationship Summary) - RIA
Click below to view Dari Michaela Basore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 9, 2005 - Present
PINION WEALTH MANAGEMENT, LLC
Office #1: 1605 N Waterfront Parkway Ste 200, Wichita, KS 67206RIA
CRD#: 114556
WICHITA, KS
Current
March 2, 2018 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1605 N. Waterfront Pkwy Suite 200, Wichita, KS 67206BD
CRD#: 35747
Wichita, KS
Past
September 28, 2005 - March 2, 2018
SECURITIES AMERICA, INC.
BD
CRD#: 10205
WICHITA, KS
Past
March 14, 2005 - October 10, 2005
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
November 9, 2004 - February 16, 2005
INTRUST BROKERAGE INC.
RIA
CRD#: 43502
WICHITA, KS
Past
March 20, 2002 - February 16, 2005
INTRUST BROKERAGE INC.
BD
CRD#: 43502
WICHITA, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/2/2018)
IAR
California(7/2/2021)
RR
Florida(4/22/2019)
RR
Iowa(12/11/2018)
IAR
Kansas(3/9/2005)
RR
Kansas(3/2/2018)
RR
Kentucky(7/22/2021)
RR
Minnesota(8/10/2022)
IAR
Mississippi(11/25/2024)
RR
Missouri(3/2/2018)
IAR
Missouri(5/20/2021)
IAR
Montana(1/6/2023)
IAR
Texas(8/13/2007)
RR
Texas(3/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1605 North Waterfront Parkway Suite 200, Wichita, KS 67206
Mailing Address
Phone number
(316) 682-8344
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,340 |
| AUM (Assets Under Management) | $ 649,043,048 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PINION WEALTH MANAGEMENT, LLC
CRD#: 114556Wichita, KS 67206TRUST BUT VERIFY
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