Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2021-03-25 | Ms. Brumbaugh is the Chief Executive Officer and founded Brumbaugh Wealth Management, LLC... career change after transitioning from the automotive industry where she managed a department... attended Widener University at night for Business Administration... extensive knowledge in business operations, development of employees, financial management, leadership and community involvement. |
| 2022-03-24 | Kimberly J. Brumbaugh is the Managing Partner and founded Brumbaugh Wealth Management, LLC. |
| 2023-03-24 | She continued her education at The American College of Financial Services in Bryn Mawr, PA, where she earned her securities licenses and certifications in financial services. |
| 2024-03-28 | Ms. Brumbaugh is the Managing Partner and Founder of Brumbaugh Wealth Management, LLC. She founded the company in 2004 after having worked in the industry for a Philadelphia firm from 1998-2003. She began her career in the automotive industry where she managed a department of 30 employees while attending Widener University at night for business administration. She continued her education at The American College of Financial Services in Bryn Mawr, PA, where she earned her securities licenses and certifications in financial services. |
| 2025-03-28 | Ms. Brumbaugh is the Managing Partner and Founder of Brumbaugh Wealth Management, LLC. She holds her Series 7,63,and 65 licenses and certifications in financial services. Ms. Brumbaugh’s firm manages over $650 million in client assets. |
Data sourced from SEC filings. Last updated: 2025-08-30