Kim Kenawell has been Founder, Chief Executive Officer, Senior Family Wealth Advisor of Avantra Family Wealth since July 2017, is a control person of the firm and directly owns 75% or more of it. Kim Kenawell holds a Bachelor of Science in Finance and a Master of Science in Financial Services.
Avantra Family Wealth, Inc. is a Mechanicsburg, PA firm with $222M under management, 223 clients and 3 advisers in one office, as of its June 2026 filing.
Kim Lee Kenawell is Founder & Chief Executive Officer of Avantra Family Wealth, based in Mechanicsburg, Pennsylvania. As a Founding Partner with over 30 years of experience in financial services, she builds and manages personalized wealth strategies and focuses on strategically planning collaborative divorces. Prior to Avantra, she directed business operations and management for the Harrisburg branch of Merrill Lynch as the Resident Director.
Kim Kenawell’s longest registration was 18 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1999–2017). Before joining Avantra Family Wealth in 2017, Kim Kenawell was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Avantra Family Wealth, Inc.Current– present · 9 yearsMechanicsburg, PA · Adviser representative · Firm CRD 288209
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 18 yearsCamp Hill, PA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Avantra Family Wealth
- ABFP®
- AWMA®
- CDFA®
- CRPC®
Investment adviser representative registrations
Kim Kenawell is registered as an investment adviser representative in Pennsylvania, since July 2017.
- PennsylvaniaSince 28 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 June 2012 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 12 July 2010 |
| Series 31 | Futures Managed Funds Examination | 23 February 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 1996 |
| Series 7 | General Securities Representative Examination | 26 June 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kim Lee Kenawell
- CRD
- 2681649
- Firm
- Avantra Family Wealth · CRD 288209
- Role
- Founder, Chief Executive Officer, Senior Family Wealth Advisor
- Office
- 100 STERLING PARKWAY, SUITE 107, Mechanicsburg, PA 17050
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- avantrafamilywealth.com
Where does Kim Kenawell work?
Kim Kenawell has been Founder, Chief Executive Officer, Senior Family Wealth Advisor of Avantra Family Wealth, Inc. since July 2017, and is a control person of the firm.
Is Kim Kenawell a financial advisor?
Yes. Kim Kenawell has a current investment-adviser registration in Pennsylvania, through Avantra Family Wealth since July 2017.
How many years of experience does Kim Kenawell have?
Kim Kenawell has 30 years in the financial industry, since June 1996, across 2 adviser firms.
What exams has Kim Kenawell passed?
Kim Kenawell has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 31, Series 10 and Series 9. The earliest, the Series 7, was passed in June 1996. FINRA credited Kim Kenawell with the SIE, which began in October 2018.
Where is Kim Kenawell based?
Kim Kenawell’s registered office is in Mechanicsburg, PA.
Is Kim Kenawell registered with FINRA?
Yes. Kim Kenawell has a current broker registration, under CRD 2681649.
Source: FINRA BrokerCheck
How can I verify Kim Kenawell’s record?
Search CRD 2681649 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kim Kenawell’s full registration record.
