Dari Basore has been an investment adviser representative at Pinion Investment Advisors since March 2005, and is not listed among the firm’s executive officers or direct owners. Dari Basore holds a Bachelor of Science in business administration and business management from Kansas State University.
Pinion Investment Advisors, LLC is a Wichita, KS firm with $837M under management, 615 clients and 8 advisers across 4 offices, as of its May 2026 filing.
Dari M. Basore is a wealth management consultant at Pinion Wealth, based in its Wichita office. She provides investment advice for high-net-worth individuals and family-owned and closely held businesses, and leads the firm's retirement plan services. She joined Pinion Wealth in 2005 and has 20 years of financial services experience with a national insurance company and a regional bank.
Dari Basore’s longest registration is the current one, 21 years at Pinion Investment Advisors since 2005. Before joining Pinion Investment Advisors in 2005, Dari Basore was registered through Intrust Brokerage Inc.
- – present · 21 yearsWichita, KS · Adviser representative · Firm CRD 114556
- Intrust Brokerage Inc.– · under a yearWichita, KS · Adviser representative · Firm CRD 43502
Investment adviser representative registrations
Dari Basore is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from March 2005; the most recent is Mississippi, in November 2024.
- CaliforniaSince 2 July 2021
- KansasSince 9 March 2005
- MississippiSince 25 November 2024
- MissouriSince 20 May 2021
- MontanaSince 6 January 2023
- TexasResidentSince 13 August 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 August 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 April 2002 |
| Series 7 | General Securities Representative Examination | 18 March 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dari Michaela Basore
- CRD
- 4500776
- Firm
- Pinion Investment Advisors · CRD 114556
- Office
- 1605 N WATERFRONT PARKWAY, STE 200, Wichita, KS 67206
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pinionwealth.com
Where does Dari Basore work?
Dari Basore is an investment adviser representative registered through Pinion Investment Advisors, LLC since March 2005, and is not listed among the firm’s executive officers or direct owners.
Is Dari Basore a financial advisor?
Yes. Dari Basore has a current investment-adviser registration in California, Kansas, Mississippi, Missouri, Montana and Texas, through Pinion Investment Advisors since March 2005.
How many years of experience does Dari Basore have?
Dari Basore has 24 years in the financial industry, since April 2002, across 2 adviser firms.
What exams has Dari Basore passed?
Dari Basore has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2002. FINRA credited Dari Basore with the SIE, which began in October 2018.
Where did Dari Basore work before Pinion Investment Advisors?
Before Pinion Investment Advisors, Dari Basore was registered through Intrust Brokerage Inc., November 2004 to February 2005.
Where is Dari Basore based?
Dari Basore’s registered office is in Wichita, KS.
Is Dari Basore registered with FINRA?
Yes. Dari Basore has a current broker registration, under CRD 4500776.
Source: FINRA BrokerCheck
How can I verify Dari Basore’s record?
Search CRD 4500776 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dari Basore’s full registration record.
