Kimberly Basenback has been Director of Financial Planning & Partner of FSA Wealth Partners since April 2024, is a control person of the firm and directly owns between 5% and 10% of it. Kimberly Basenback holds a Degree in Finance from Virginia Tech.
Fsa Wealth Partners, Inc. is a Rockville, MD firm with $820M under management, 698 clients and 9 advisers in one office, as of its April 2026 filing.
Kim Basenback is Director of Financial Planning and Partner at FSA Wealth Partners. She manages client relationships and oversees the Advice Team. She guides clients through life transitions such as marriage, divorce, losing a loved one, career changes and retirement.
Kimberly Basenback’s longest registration is the current one, 12 years at FSA Wealth Partners since 2014. Before joining FSA Wealth Partners in 2014, Kimberly Basenback was registered through Investment Advisors.
- Fsa Wealth PartnersCurrent– present · 12 yearsRockville, MD · Adviser representative · Firm CRD 104513
- Investment Advisors– · under a yearGreensboro, NC · Adviser representative · Firm CRD 15708
Professional designations
Listed by FSA Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Financial Transitionist® (CeFT®)
Investment adviser representative registrations
Kimberly Basenback is registered as an investment adviser representative in Maryland, since February 2014.
- MarylandSince 21 February 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 June 2012 |
| Series 7 | General Securities Representative Examination | 23 April 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kimberly Anne Basenback
- CRD
- 5523788
- Firm
- FSA Wealth Partners · CRD 104513
- Role
- Director of Financial Planning & Partner
- Office
- ONE CHURCH STREET, SUITE 901, Rockville, MD 20850
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fsawealthpartners.com
Where does Kimberly Basenback work?
Kimberly Basenback has been Director of Financial Planning & Partner of Fsa Wealth Partners, Inc. since April 2024, and is a control person of the firm.
Is Kimberly Basenback a financial advisor?
Yes. Kimberly Basenback has a current investment-adviser registration in Maryland, through FSA Wealth Partners since February 2014.
How many years of experience does Kimberly Basenback have?
Kimberly Basenback has 13 years in the financial industry, since September 2013, across 2 adviser firms.
What exams has Kimberly Basenback passed?
Kimberly Basenback has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2012.
Where did Kimberly Basenback work before FSA Wealth Partners?
Before FSA Wealth Partners, Kimberly Basenback was registered through Investment Advisors, November 2012 to April 2013.
Where is Kimberly Basenback based?
Kimberly Basenback’s registered office is in Rockville, MD.
Is Kimberly Basenback registered with FINRA?
No. Kimberly Basenback has no current broker registration.
Is Kimberly Basenback a CFP?
FSA Wealth Partners lists Kimberly Basenback with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kim Basenback, CFP®, CeFT® biography, fsawealthpartners.com
How can I verify Kimberly Basenback’s record?
Search CRD 5523788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Basenback’s full registration record.
