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Barbara Ann Endres

LIFETIME WEALTH ADVISORS, LLC·GRAND JUNCTION, Colorado
Clean recordLIFETIME WEALTH ADVISORS, LLC
200 GRAND AVE., SUITE 317, GRAND JUNCTION, CO 81501CRD# 1688767Firm CRD# 173832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Ann Endres · GRAND JUNCTION, CO
Registration
CRD #1688767 · LIFETIME WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Barbara Ann Endres is a registered financial advisor based in GRAND JUNCTION, Colorado, affiliated with LIFETIME WEALTH ADVISORS, LLC. 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
Introduction

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03

Firm Overview

Firm
LIFETIME WEALTH ADVISORS, LLC
LIFETIME WEALTH ADVISORS, LLC
AUM
$14M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LIFETIME WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1688767
Firm CRD# 173832
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Ann Endres offer?
Barbara Ann Endres specializes in Financial Planning, Investment Management. Contact their office in GRAND JUNCTION, Colorado for a consultation.
What are Barbara Ann Endres's credentials?
Barbara Ann Endres is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Ann Endres located?
Barbara Ann Endres is based in GRAND JUNCTION, Colorado, working with LIFETIME WEALTH ADVISORS, LLC. Their office serves clients in the GRAND JUNCTION metropolitan area and surrounding communities.
How does Barbara Ann Endres charge for services?
Barbara Ann Endres's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFETIME WEALTH ADVISORS, LLC?
LIFETIME WEALTH ADVISORS, LLC has approximately 1 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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