Kimberly Jean Brumbaugh

Current Employers

Employment History

• 03/2013 → 07/2021
  Lincoln Financial Advisors Corporation
  Exton, PA
• 07/2021 → Present
  Cetera Wealth Services, Llc
  Exton, PA
• 02/2015 → Present
  Brumbaugh Wealth Management, Llc Dba Brumbaugh Wealth Management
  Exton, PA
• 07/2021 → Present
  Advisornet Wealth Partners
  Exton, PA
• 02/2019 → Present
  Mid Penn Bank Holding Company
  Harrisburg, PA
• 09/2011 → 01/2022
  Hopewell Christian Fellowship Church
  Elverson, PA
• 09/2008 → Present
  Chester County Chamber Of Business & Industry
  Malvern, PA
• 01/2020 → 12/2023
  Penn Medicine, Chester County Hospital Foundation
  West Chester, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Sullivan County Partners, Llc
  Honey Brooks, PA

Previous Registrations

• 2013-03-28 → 2021-07-27
  Osaic Fa, Inc.
  Exton, PA
  Cherry Hill, NJ
  Exton, PA
• 2003-04-29 → 2013-04-02
  Msi Financial Services, Inc.
  Exton, PA
• 2002-08-16 → 2003-04-12
  Equitable Advisors, Llc
  Thorndale, PA
• 2001-08-09 → 2003-04-09
  Progress Financial Advisors
  Philadelphia, PA

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; SAME AS REGISTERED LOCATION; FIXED INSURANCE; STARTED: 05/2004; HRS PER WEEK: 1; DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. BRUMBAUGH WEALTH MANAGEMENT, LLC DBA BRUMBAUGH WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES & INSURANCE; START DATE: 04/2004; POSITION/TITLE/RELATIONSHIP: FOUNDER & CEO; HRS PER WEEK: 40; HRS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES & INSURANCE; 3. ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD ; INVESTMENT RELATED: YES; SAME AS REGISTERED LOCATION; REGISTERED INVESTMENT ADVISOR; START DATE: 07/2021; INVESTMENT ADVISOR REPRESENTATIVE; HrS PER WEEK: 40; HRS DURING TRADING HOURS: 32; PROVIDING ADVISORY SERVICES TO CLIENTS THROUGH THE ADVISORNET RIA; 4. MID PENN BANK HOLDING COMPANY; INVESTMENT RELATED: NO; ADDRESS: PARK DRIVE, HARRISBURG, PA 17110; NATURE OF BUSINESS: BANK BOARD; START DATE: 02/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; Hrs PER WEEK: 1; HrsDURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY MEETINGS TO ASSIST WITH MONITORING THE OVERALL GROWTH OF THE BANK AS A FINANCIAL INSTITUTION. 5. CHESTER COUNTY CHAMBER OF BUSINESS & INDUSTRY; INVESTMENT RELATED: NO; ADDRESS: 1600 PAOLI PIKE, MALVERN, PA 19355; NATURE OF BUSINESS: COUNTY BOARD; START DATE: 09/2008; POSITION/TITLE/RELATIONSHIP: EMERITUS BOARD MEMBER; Hrs PER WEEK: LESS THAN 1; Hrs DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS TO HELP GUIDE THE ORGANIZATION ON OVERALL GROWTH AND GROWTH OF MEMBERS. OFFER COUNSEL TO CEO ON EMPLOYEE MATTERS WHEN NEEDED AND OTHER BUSINESS MATTERS AS THEY ARISE / SOUNDING BOARD. 6. MID PENN BANK; INVESTMENT RELATED: NO; ADDRESS: PARK DRIVE, HARRISBURG, PA 17110; NATURE OF BUSINESS: BANK BOARD; START DATE: 02/2019; POSITION/TITLE/RELATIONSHIP: COMPENSATION COMMITTEE MEMBER; Hrs PER WEEK: LESS THAN 1; Hrs DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MEET SEMI-ANNUALLY TO REVIEW COMPENSATION OF EXECUTIVE TEAM. PARTICIPATE IN MEETINGS ANNUALLY WITH OUTSIDE ADVISORS TO REVIEW COMPENSATION OF COMPETING BANKS / PEERS TO ENSURE THE BANK IS COMPETITIVE WITH COMP PACKAGES. MAKE RE 7. HOPEWELL CHRISTIAN FELLOWSHIP CHURCH, INVESTMENT RELATED: NO, ADDRESS: 2286 HOPEWELL RD., ELVERSON, PA, 19520, NATURE OF BUSINESS: RELIGIOUS INSTITUTION, START DATE: 08/2022, POSITION/TITLE/RELATIONSHIP: FINANCE REVIEW COMMITTEE, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST WITH BUDGET PROCESS, MAKE RECOMMENDATIONS ON HOW TO MANAGE CAPITAL EXPENSE, QUARTERLY REVIEW OF EXPENSES; 8. NAME OF OTHER BUSINESS: MID PENN BANK HOLDING COMPANY; INVESTMENT RELATED: NO; ADDRESS: PARK DRIVE, HARRISBURG, PA 17110; NATURE OF BUSINESS: BOARD; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: EXECUTIVE COMMITTEE MEMBER; Hrs/ WEEK: .5; Hrs DURING TRADING HOURS: .5; BRIEF DESCRIPTION OF DUTIES: MEET AS NEEDED TO ADVISE ON OVERALL DIRECTION OF THE COMPANY, ESPECIALLY REGARDING MERGERS AND ACQUISITIONS; 9. NAME OF OTHER BUSINESS: CHESTER COUNTY ECONOMIC DEVELOPMENT COUNSEL; INVESTMENT RELATED: NO ADDRESS: 737 CONSTITUTION DR, STE 1100 EXTON, PA 19341; NATURE OF BUSINESS: BOARD; START DATE: 7/1/26; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; hrs/week: 0.5; hrs/week DURING TRADING Hrs:0.5; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY MEETINGS, PROVIDE GUIDANCE ON BUSINESS ISSUES, ECONOMIC GROWTH & LAND PEERSERVATION. 10. NAME OF OTHER BUSINESS: SULLIVAN COUNTY PARTNERS, LLC INVESTMENT RELATED: NO ADDRESS: 29 WINDSWEPT LANE HONEY BROOK PA 19344 NATURE OF BUSINESS: RAW LAND PURCHASED BY THE LLC START DATE: 06/2026 POSITION/TITLE: MANAGING PARTNER Hrs PER WEEK: 1 Hrs DURING TRADING HOURS: 1 DESC: Raw Land Investment

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-20
• S63 Uniform Securities Agent State Law Examination
  1998-06-29

Other Names

• Kim Brumbaugh
• Kimberly Brumbaugh
• Kimberly J Shaw
• Kimberly Jean Shaw