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Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP, INC.·BAKERSFIELD, California
SIE, Series 6, Series 7, Series 24, Series 66, Series 99TOCFPChFCClean record24 years registeredBARNES 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. · 24 years registered
Brand Profile
Not yet started
01

Career History

BARNES WEALTH MANAGEMENT GROUP
Oct 2001 – present
LPL FINANCIAL LLC
Aug 2001 – Nov 2015
BAKERSFIELD, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 66
Series 99TO
Registration record
First registered · August 16, 2001
Years registered · 24
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARNES WEALTH MANAGEMENT GROUP, INC.
CRD 132189 · SEC 801-118031
AUM
$337M
Regulatory assets under management
Employees
10
1,215 client accounts
Services offered by BARNES WEALTH MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BARNES WEALTH MANAGEMENT GROUP, INC. →
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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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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