Kimberly K. Bannwarth
Professional summary
Kimberly Karen Bannwarth, who also goes by Kimberly Karen Zunker, is a registered financial advisor currently at RELEVE FINANCIAL GROUP located in Atlantic Highlands, New Jersey.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kimberly has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Karen Bannwarth's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2022 - Present
RELEVE FINANCIAL GROUP
January 16, 2009 - October 24, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
RELEVE FINANCIAL GROUP
CRD#: 285243 / SEC#: 801-108540
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2022)
(4/27/2026)
Exams
Current Firm
RELEVE FINANCIAL GROUP
CRD#: 285243 / SEC#: 801-108540
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,275 |
| AUM (Assets Under Management) | $ 255,563,347 |
Red Flags
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