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Kimberly Karen Bannwarth

RELEVE FINANCIAL GROUP, LLC·WOODBURY, Minnesota
Series 7, Series 65, Series 66Clean record3 years registeredRELEVE FINANCIAL GROUP, LLC
724 BIELENBERG DRIVE, WOODBURY, MN 55125CRD# 5535378Firm CRD# 285243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Karen Bannwarth · WOODBURY, MN
Registration
CRD #5535378 · RELEVE FINANCIAL GROUP, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

RELEVE FINANCIAL GROUP
Oct 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · October 3, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RELEVE FINANCIAL GROUP, LLC
CRD 285243 · SEC 801-108540
AUM
$187M
Regulatory assets under management
Employees
8
1,119 client accounts
Services offered by RELEVE FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RELEVE FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Karen Bannwarth offer?
Kimberly Karen Bannwarth specializes in Financial Planning, Investment Management. Contact their office in WOODBURY, Minnesota for a consultation.
What are Kimberly Karen Bannwarth's credentials?
Kimberly Karen Bannwarth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Karen Bannwarth located?
Kimberly Karen Bannwarth is based in WOODBURY, Minnesota, working with RELEVE FINANCIAL GROUP, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Kimberly Karen Bannwarth charge for services?
Kimberly Karen Bannwarth's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RELEVE FINANCIAL GROUP, LLC?
RELEVE FINANCIAL GROUP, LLC has approximately 8 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RELEVE FINANCIAL GROUP, LLC

Dawn Deborah Jurkovich
WOODBURY, MN

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