Unclaimed Profile

Courtney Jeanette Roberts

BARBER FINANCIAL GROUP·LENEXA, Kansas

SIE, Series 7, Series 66Clean record19 years registeredBARBER FINANCIAL GROUP

13550 W 95TH ST, LENEXA, KS 66215CRD# 5028629Firm CRD# 152043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Courtney Jeanette Roberts · LENEXA, KS

Registration

CRD #5028629 · BARBER FINANCIAL GROUP · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARBER FINANCIAL GROUP

BARBER FINANCIAL GROUP

Jun 2013 – May 2022

LENEXA, KS

BMO HARRIS FINANCIAL ADVISORS, INC

Aug 2012 – Jun 2013

SHAWNEE, KS

M&I FINANCIAL ADVISORS, INC.

Apr 2012 – Aug 2012

SHAWNEE, KS

M&I INVESTMENT MANAGEMENT CORP.

Jan 2011 – Apr 2012

MILWAUKEE, WI

WELLS FARGO ADVISORS, LLC

Jan 2008 – Mar 2010

OVERLAND PARK, KS

A. G. EDWARDS & SONS, INC.

Apr 2007 – Jan 2008

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 25, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARBER FINANCIAL GROUP

CRD 152043 · SEC 801-72065

AUM

$1.5B

Regulatory assets under management

Employees

7,936 client accounts

Services offered by BARBER FINANCIAL GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BARBER FINANCIAL GROUP →

Introduction

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Frequently Asked Questions

What services does Courtney Jeanette Roberts offer?

Courtney Jeanette Roberts specializes in Financial Planning, Investment Management.

What are Courtney Jeanette Roberts's credentials?

Courtney Jeanette Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Courtney Jeanette Roberts located?

Courtney Jeanette Roberts is based in LENEXA, Kansas, last registered with BARBER FINANCIAL GROUP.

How does Courtney Jeanette Roberts charge for services?

Courtney Jeanette Roberts'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 BARBER FINANCIAL GROUP?

BARBER FINANCIAL GROUP has approximately 43 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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