Kimberly Jean Brumbaugh
Investment adviser representative at Advisornet Wealth Partners
18 yearsExperience
1 stateRegistered in
$3.1BFirm assets
14 yearsFirm in business
Are you Kimberly Jean Brumbaugh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Sullivan County Partners, LLCJun 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Advisornet Wealth PartnersJul 2021 to now
- Cetera Wealth Services, LLCJul 2021 to now
- Mid Penn Bank Holding CompanyFeb 2019 to now
- Brumbaugh Wealth Management, LLC dba Brumbaugh Wealth ManagementFeb 2015 to now
- Chester County Chamber of Business & IndustrySep 2008 to now
- Penn Medicine, Chester County Hospital FoundationJan 2020 to Dec 2023
- Lincoln Financial Advisors CorporationMar 2013 to Jul 2021
- Hopewell Christian Fellowship ChurchSep 2011 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Advisornet Wealth Partners
Legal name: Advisornet Financial, Inc.
$3.1BAssets managed
3,514Clients
58Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3065606
- Firm CRD
- 113074