Dari Michaela Basore
Investment adviser representative at Pinion Wealth Management, LLC
21 yearsExperience
6 statesRegistered in
$837.1MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Purshe Kaplan Sterling Investments, IncMar 2018 to now
- Pinion Wealth Management, LLCMar 2005 to now
- Pinion Insurance Agency, LLCMar 2005 to now
- Pinion Investment Advisors, LLC d/b/a Kcoe Wealth ManagementMar 2005 to now
- Securities America, Inc.Aug 2005 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 6 states (CA, KS, MO, MS, MT, TX).
Pinion Wealth Management, LLC
Legal name: Pinion Investment Advisors, LLC
$837.1MAssets managed
615Clients
8Advisers
22 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
- 4500776
- Firm CRD
- 114556