Unclaimed Profile

Kevin James Barb

WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, Kansas

Series 65Clean record10 years registeredWHETSTONE 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 · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHETSTONE CAPITAL ADVISORS, LLC

WHETSTONE CAPITAL ADVISORS

Oct 2015 – Aug 2022

MISSION WOODS, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 22, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHETSTONE CAPITAL ADVISORS, LLC

CRD 155414 · SEC 801-79507

AUM

$297M

Regulatory assets under management

Employees

3 client accounts

Services offered by WHETSTONE CAPITAL ADVISORS, LLC

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WHETSTONE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin James Barb offer?

Kevin James Barb specializes in Retirement Planning.

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, last registered with WHETSTONE CAPITAL ADVISORS, LLC.

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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