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Courtney Jeanette Roberts

BARBER FINANCIAL GROUP·LENEXA, Kansas
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13550 W 95TH ST, LENEXA, KS 66215CRD# 5028629Firm CRD# 152043
01

About

Courtney Jeanette Roberts is a registered financial advisor based in LENEXA, Kansas, affiliated with BARBER FINANCIAL GROUP. 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
03

Firm Overview

Firm
BARBER FINANCIAL GROUP
BARBER FINANCIAL GROUP
AUM
$1.5B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at BARBER FINANCIAL GROUP →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5028629
Firm CRD# 152043
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Courtney Jeanette Roberts offer?
Courtney Jeanette Roberts specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
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, working with BARBER FINANCIAL GROUP. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
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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Frank Dean Barber — BARBER FINANCIAL GROUPGary Lawrence Roth — MODERN WEALTH MANAGEMENT, LLCMichael John Capelle — MODERN WEALTH MANAGEMENT, LLCMichael Patrick Haggerty — COPPER FINANCIAL NETWORK, LLCKimberly Sue Barber — BARBER FINANCIAL GROUP
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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