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Kevin James Barb

WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, Kansas
Unclaimed Profile
2001 SHAWNEE MISSION PARKWAY, MISSION WOODS, KS 66205CRD# 6515115Firm CRD# 155414
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WHETSTONE CAPITAL ADVISORS, LLC
WHETSTONE CAPITAL ADVISORS
AUM
$297M
Regulatory assets under management
Employees
5
Total firm employees
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6515115
Firm CRD# 155414
No disclosures on file
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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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