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Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP, INC.·BAKERSFIELD, California
Clean recordBARNES WEALTH MANAGEMENT GROUP, INC.
5060 CALIFORNIA AVE., BAKERSFIELD, CA 93309CRD# 1609891Firm CRD# 132189

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Allen Barnes · BAKERSFIELD, CA
Registration
CRD #1609891 · BARNES WEALTH MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Allen Barnes is a registered financial advisor based in BAKERSFIELD, California, affiliated with BARNES WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BARNES WEALTH MANAGEMENT GROUP, INC.
BARNES WEALTH MANAGEMENT GROUP
AUM
$337M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BARNES WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
Regulatory
SEC/IARD CRD# 1609891
Firm CRD# 132189
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Allen Barnes offer?
Steven Allen Barnes specializes in Financial Planning, Investment Management. Contact their office in BAKERSFIELD, California for a consultation.
What are Steven Allen Barnes's credentials?
Steven Allen Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Allen Barnes located?
Steven Allen Barnes is based in BAKERSFIELD, California, working with BARNES WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.
How does Steven Allen Barnes charge for services?
Steven Allen Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARNES WEALTH MANAGEMENT GROUP, INC.?
BARNES WEALTH MANAGEMENT GROUP, INC. has approximately 10 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARNES WEALTH MANAGEMENT GROUP, INC.

Lori Barnes
BAKERSFIELD, CA

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Research
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