Kimberly Diane Dunbar

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → 06/2025
  Edward Jones
  St Louis, MO
• 08/2016 → 01/2017
  Unemployed
  Entiat, WA
• 01/2017 → 09/2017
  Central Washington Homebuilders Association
  Wenatchee, WA
• 10/2017 → 02/2020
  Lake Chelan Health & Wellness Foundation
  Chelan, WA
• 07/2025 → Present
  Peoples Bank
  Wenatchee, WA
• 07/2025 → Present
  Lpl Financial
  Wenatchee, WA

Previous Registrations

• 2020-06-08 → 2025-07-07
  Edward Jones
  Wenatchee, WA
  Chelan, WA
  St Louis, MO

Other Businesses

1 - 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Peoples Investments - Inv Related - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2020-06-04
• S63 Uniform Securities Agent State Law Examination
  1999-04-08

Other Names

• Kimberly Diane Faini
• Kimberly Diane Dunbar-De Imus
• Kimberly Diane Reeves
• Kimberly Diane Dunbar
• Kimberly Diane Dunbar-Wall