Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2021-03-25 | Kimberly J. Brumbaugh, age 52, became a director on February 27, 2019. The Board has determined that Ms. Brumbaugh's extensive knowledge in business operations, development of employees, financial management, leadership and community involvement qualifies her to serve on the Board, as well as on the Compensation Committee and the Nominating and Corporate Governance Committee. Kimberly J. Brumbaugh total compensation: $64,359. |
| 2022-03-24 | Kimberly J. Brumbaugh ... Ms. Brumbaugh's firm manages $500 million in client assets ... The Board has determined that Ms. Brumbaugh's extensive knowledge in business operations, development of employees, financial management, leadership and community involvement qualifies her to serve on the Board, as well as on the Compensation and Nominating and Corporate Governance Committees. ... Director Compensation Table ... Kimberly J. Brumbaugh ... Total ($) 76,097 |
| 2023-03-24 | Age: 54 Director Since: 2019 Independent Board Committees Compensation (Vice Chair) Kimberly J. Brumbaugh 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. Ms. Brumbaugh’s firm manages $500 million in client assets. She received the Executive of the Year award from the Chester County Chamber of Business & Industry in 2022 and was recognized as a Top Wealth Manager in the Wall Street Journal in 2019 and Fortune Magazine in 2020 and 2022. She has served on community boards for 25 years, currently as a Trustee for Penn Medicine Chester County Hospital Foundation Board and Chair of their Finance and Investment Committee. In addition, she supports her industry as a member of the Financial Planning Association, the National Association of Insurance and Financial Advisors (NAIFA), and Cetera Advisor Networks’ Representative Advisory Council. The Board has determined that Ms. Brumbaugh’s extensive knowledge of business operations, development of employees, financial management, leadership, and community development qualify her to serve on the Board. Director Compensation Table Kimberly J. Brumbaugh Fees Earned or Paid in Cash($) 55,542 Stock Awards($) 30,013 Change in Pension Value and Nonqualified Deferred Compensation Earnings ($) 3,800 Total ($) 89,355 |
| 2024-03-28 | Ms. Brumbaugh is the Managing Partner and Founder of Brumbaugh Wealth Management, LLC... Board Committees: Compensation (Vice Chair), Executive, IT/Compliance... Director Compensation Table: Kimberly J. Brumbaugh total compensation $105,025. |
| 2025-03-28 | 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. 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. She received the 2023 Leadership award from the Chester County Boy Scouts and was recognized as a Five Star Wealth Advisor in Fortune Magazine and Philadelphia Magazine in 2024. Ms. Brumbaugh received the Executive of the Year award from the Chester County Chamber of Business & Industry in 2022, and was recognized as a Top Wealth Manager in the Wall Street Journal in 2019. She has served on nonprofit boards for 27 years, most recently as a former Trustee for Chester County Hospital Foundation Board and chaired their Finance & Investment Committee through December 2023. In addition, she supports her industry as a member of the National Association of Insurance and Financial Advisors (NAIFA) and serves as a committee person for Cetera Advisor Networks’ Representative Advisory Council. The Board has determined that Ms. Brumbaugh’s extensive knowledge of business operations, development of employees, financial management, leadership, and community development qualify her to serve on the Board. Director Compensation Table shows total compensation of $96,468 in 2024. |
Data sourced from SEC filings. Last updated: 2026-02-03