Advisor at Buttonwood Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buttonwood Wealth
Location
Winchester, VA 22601
Credentials
Series 63, Series 65
Industry experience
26 years
Kimberly Wines is a financial advisor at Buttonwood Wealth in Winchester, VA, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Winchester Wealth Management. She has been with Buttonwood Wealth since 2020. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for about 399 clients. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering financial planning, portfolio management, and pension consulting using diversified asset-allocation models and both fundamental and technical analysis.
Based on Buttonwood Wealth
Based on Buttonwood Wealth
Certain associated persons receive commissions for insurance and securities sales outside advisory accounts. Advisory accounts do not generate commissions.
$300 per hour for financial planning services (negotiable); full waiver if client engages portfolio management services.
27 West Boscawen Street
Winchester, VA 22601
Virginia
Buttonwood Wealth
2020 - Present (6 years)
LPL Financial, llc
2020 - Present (6 years)
Cambridge Investment Research Advisors
2017 - 2020 (3 years)
Cambridge Investment Research, Inc.
2017 - 2020 (3 years)
Winchester Wealth Management
2014 - 2017 (3 years)
Invest Financial Corp.
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 65
Winchester, VA
Westbourne Investments, Inc.
CFP®
Winchester, VA
Buttonwood Wealth
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