Kimberly Karen Bannwarth
Investment adviser representative at Releve Financial Group
13 yearsExperience
2 statesRegistered in
$255.6MFirm assets
9 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Releve Financial GroupOct 2016 to now
- Northrock Partners, LLCOct 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, NJ).
Releve Financial Group
Legal name: Releve Financial Group, LLC
$255.6MAssets managed
321Clients
4Advisers
9 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
- 5535378
- Firm CRD
- 285243