Kimberly
Bannwarth
Releve Financial Group
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About this Advisor
Kimberly Bannwarth is a financial advisor operating out of Saint Paul, Minnesota with 1 year of industry experience. Bannwarth currently works for Releve Financial Group. Throughout their career, they have worked at Isd 622 and Ameriprise Financial Services, Inc. Bannwarth holds Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Releve Financial Group is a financial advisory business that has its headquarters in Saint Paul, MN. The firm has a total of eight people on staff. It has $147 million in total assets among its 1,087 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,087 client accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Releve Financial Group performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by Releve Financial Group likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Releve Financial Group Brokerage Details
$146,982,526
8
1,087
$135,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kimberly Bannwarth Work History
Kimberly has been registered as a financial advisor for 1 years.*
Ameriprise Financial Services, Inc
Isd 622
*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 Kimberly Bannwarth 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 Releve Financial Group
Belmont, CA
Akron, OH
Saint Paul, MN
Saint Paul, MN
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