Inactive

Kimberly Karen Bannwarth

Releve Financial Group

Atlantic Highlands, NJ

CRD 5535378

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Employer firm

Releve Financial Group CRD 285243

$256M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Releve Financial Group

9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-04-27
MN	RA	APPROVED	2022-10-03

NJ RA
APPROVED

Since 2026-04-27
MN RA
APPROVED

Since 2022-10-03

Branch Locations

Atlantic Highlands, NJ • United States

9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Releve Financial Group	Woodbury	MN	10/2016	Present
Northrock Partners, Llc	Woodbury	MN	10/2013	12/2016

10/2016 → Present

Releve Financial Group

Woodbury, MN
10/2013 → 12/2016

Northrock Partners, Llc

Woodbury, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-10-03
S66	Uniform Combined State Law Examination	2008-11-11

S65 Uniform Investment Adviser Law Examination

2022-10-03
S66 Uniform Combined State Law Examination

2008-11-11

Other Names

Kimberly Karen Zunker

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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