Broker Check

Awards & Recognition

Kimberly Brumbaugh

  • 2020 Five Star Wealth Manager as seen in Fortune Magazine *
  • 2019 Five Star Wealth Manager as seen in the Wall Street Journal *
  • 2017 Five Star Wealth manager as seen in Forbes Magazine *
  • 2019/18/17/16/15/13/12 Five Star Wealth Manager as seen in the Philadelphia Magazine *
  • 2020/19/18/17/16/15/14 Lincoln Financial Group, Chairman's Council
  • 2018 CEO Report, Velocity 50 Award
  • 2017 United Way Of Chester County Corporate Partner of the Year
  • 2013 Wealth Management Reader's Choice as seen in Smart CEO Magazine
  • 2011 Smart CEO Brava, Women's Business Achievement Award
  • 2009 Philadelphia Business Journal Women of Distinction Award
  • 2009 March of Dimes Chester County Women of Achievement Award
  • 2007 Female Business Leader of the Year Award, Chester County Chamber of Business & Industry

 

* Five Star Wealth Manager Award:

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Lincoln Financial Chairman’s Council  recognition from Lincoln Financial Advisors that is awarded to those that participate in Lincoln Financial Advisor’s business development programs, attains Premier Partner status, and achieves high level of gross dealer concession(GDC). Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

2018 Velocity 50 Award - one of Philly’s fastest growing companies CEO Report Mar 2018. The recognition  is based on growth percentages of revenue and employee headcount over three year period and must be located within the Greater Philadelphia Region. The firm was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to CEO Report for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a Velocity 50 Award recipient is no guarantee of investment success.

2017 United Way of Chester County Corporate Partner of the Year-The award was granted due to continued community service. There was no fee paid to receive the award. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

2013 Wealth Management Reader's Choice as seen in Smart CEO Magazine-The nomination criteria are: experience level, range of provided services, communication skills, and ability to effect change. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to Smart CEO Magazine for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a Smart CEO Reader's Choice recipient is no guarantee of investment success. This recognition should not be construed as an endorsement of the advisor by any client.

2011 Smart CEO Brava, Women's Business Achievement Award-The nomination criteria are: woman business owner, experience level, leadership skills, asset growth, compliance record, and review of best practices. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to Smart CEO Brava for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a Smart CEO Brava Award recipient is no guarantee of investment success. This recognition should not be construed as an endorsement of the advisor by any client.

2009 Philadelphia Business Journal Women of Distinction Award-The award criteria are: outstanding woman in the Greater Philadelphia area, leadership skills, industry experience, vision and values, and community involvement. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to PBJ for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a PBJ Award recipient is no guarantee of investment success. This recognition should not be construed as an endorsement of the advisor by any client.

2009 March of Dimes Chester County Women of Achievement Award-The award criteria are: outstanding woman who made Chester County a better place in which to live and work. The award was granted due to continued community service. There was no fee paid to receive the award. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. 

2007 Female Business Leader of the Year Award, Chester County Chamber of Business and Industry-Nomination criteria are: woman in a for-profit business, in leadership role of company, have presence in Chester County, and influences professional women to improve. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.