Kimberly Wines has been an investment adviser representative at Buttonwood Wealth since May 2020, and is not listed among the firm’s executive officers or direct owners.
Buttonwood Wealth, LLC is a Winchester, VA firm with $425M under management, 406 clients and 6 advisers across 3 offices, as of its February 2026 filing.
Kimberly Wines’ longest registration was 9 years at LPL Financial Corporation (2001–2010). Before joining Buttonwood Wealth in 2020, Kimberly Wines was registered through Cambridge Investment Research Advisors, Inc. and Invest Financial Corporation.
- Buttonwood WealthCurrent– present · 6 yearsWinchester, VA · Adviser representative · Firm CRD 305896
- Cambridge Investment Research Advisors, Inc.– · 2 yearsWinchester, VA · Adviser representative · Firm CRD 134139
- Invest Financial Corporation– · 3 yearsWinchester, VA · Adviser representative · Firm CRD 12984
- Wells Fargo Advisors, LLC– · 3 yearsWinchester, VA · Adviser representative · Firm CRD 19616
- LPL Financial Corporation– · 9 yearsFront Royal, VA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Kimberly Wines is registered as an investment adviser representative in Virginia, since May 2020.
- VirginiaSince 27 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 February 2000 |
| Series 7 | General Securities Representative Examination | 2 March 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 October 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Kimberly Kerns Wines
- CRD
- 1093884
- Firm
- Buttonwood Wealth · CRD 305896
- Office
- 27 WEST BOSCAWEN STREET, Winchester, VA 22601
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kimberly Wines work?
Kimberly Wines is an investment adviser representative registered through Buttonwood Wealth, LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Wines a financial advisor?
Yes. Kimberly Wines has a current investment-adviser registration in Virginia, through Buttonwood Wealth since May 2020.
How many years of experience does Kimberly Wines have?
Kimberly Wines has 27 years in the financial industry, since July 1999, across 5 adviser firms.
What exams has Kimberly Wines passed?
Kimberly Wines has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in October 1997. FINRA credited Kimberly Wines with the SIE, which began in October 2018.
Where did Kimberly Wines work before Buttonwood Wealth?
Before Buttonwood Wealth, Kimberly Wines was registered through Cambridge Investment Research Advisors, Inc., November 2017 to February 2020; Invest Financial Corporation, November 2014 to December 2017; Wells Fargo Advisors, LLC, February 2011 to July 2014; LPL Financial Corporation, February 2001 to April 2010.
Where is Kimberly Wines based?
Kimberly Wines’ registered office is in Winchester, VA.
Is Kimberly Wines registered with FINRA?
Yes. Kimberly Wines has a current broker registration, under CRD 1093884.
Source: FINRA BrokerCheck
How can I verify Kimberly Wines’ record?
Search CRD 1093884 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kimberly Wines’ full registration record.