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Barbara Ann Endres

LIFETIME WEALTH ADVISORS, LLC·GRAND JUNCTION, Colorado
SIE, Series 7, Series 63, Series 6523 years registeredLIFETIME 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: LIFETIME WEALTH ADVISORS, LLC
LIFETIME WEALTH ADVISORS, LLC
Apr 2015 – Dec 2017
PALISADE, CO
WELLS FARGO ADVISORS, LLC
Aug 2009 – Dec 2014
GRAND JUNCTION, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sep 2003 – Aug 2009
GRAND JUNCTION, CO
LIFETIME WEALTH PRINCIPLES CO.
Sep 2002 – Sep 2003
GOLDEN, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 25, 2002
Years registered · 23
03

Disclosure History

2018Regulatory·Final
2018Regulatory·Final
2017Regulatory·Final
2017Regulatory·Final
2017Regulatory·Final

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LIFETIME WEALTH ADVISORS, LLC
CRD 173832 · SEC 801-80636
AUM
$14M
Regulatory assets under management
Employees
1
145 client accounts
Services offered by LIFETIME WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFETIME WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Barbara Ann Endres offer?
Barbara Ann Endres specializes in Financial Planning, Investment Management.
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, last registered with LIFETIME WEALTH ADVISORS, LLC.
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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