Unclaimed Profile

Kevin James Barb

WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, Kansas

Clean recordWHETSTONE CAPITAL ADVISORS, LLC

2001 SHAWNEE MISSION PARKWAY, MISSION WOODS, KS 66205CRD# 6515115Firm CRD# 155414

Profile Verification

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

Identity

Kevin James Barb · MISSION WOODS, KS

Registration

CRD #6515115 · WHETSTONE CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin James Barb is a registered financial advisor based in MISSION WOODS, Kansas, affiliated with WHETSTONE CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WHETSTONE CAPITAL ADVISORS, LLC

WHETSTONE CAPITAL ADVISORS

AUM

$297M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHETSTONE CAPITAL ADVISORS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6515115

Firm CRD# 155414

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Frequently Asked Questions

What services does Kevin James Barb offer?

Kevin James Barb specializes in Retirement Planning. Contact their office in MISSION WOODS, Kansas for a consultation.

What are Kevin James Barb's credentials?

Kevin James Barb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin James Barb located?

Kevin James Barb is based in MISSION WOODS, Kansas, working with WHETSTONE CAPITAL ADVISORS, LLC. Their office serves clients in the MISSION WOODS metropolitan area and surrounding communities.

How does Kevin James Barb charge for services?

Kevin James Barb's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHETSTONE CAPITAL ADVISORS, LLC?

WHETSTONE CAPITAL ADVISORS, LLC has approximately 5 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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