Dari
Basore
Pinion Wealth Management, LLC
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About this Advisor
Dari Basore is a financial advisor who works out of Wichita, Kansas who has 18 years of relevant experience. Basore currently works for Pinion Wealth Management, LLC. Over the course of their career, they have held roles at Pinion Insurance Agency, LLC, Pinion Investment Advisors, LLC D/B/A Kcoe Wealth Management, Securities America, Inc and Purshe Kaplan Sterling Investments, Inc. Basore has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California, Kansas, Missouri, Montana and Texas. Pinion Wealth Management, LLC is a registered investment business based in Wichita, KS. It has offices in four locations and just five financial advisors. It has $263 million in assets across its 683 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 683 client accounts, 16% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on the type of services offered. Fees charged by Pinion Wealth Management, LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinion Wealth Management, LLC Brokerage Details
$262,579,968
5
683
$384,451
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dari Basore Work History
Dari has been registered as a financial advisor for 18 years.*
Purshe Kaplan Sterling Investments, Inc
Pinion Insurance Agency, LLC
Pinion Investment Advisors, LLC D/B/A Kcoe Wealth Management
Securities America, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dari Basore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinion Wealth Management, LLC
Wichita, KS
Wichita, KS
Fresno, CA
Wichita, KS
Garden City, KS
Wichita, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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